FineMark National Bank & Trust’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-584
| Closed | -$68K | – | 1476 |
|
|
2015
Q3 | $68K | Sell |
584
-185
| -24% | -$21.5K | 0.01% | 542 |
|
|
2015
Q2 | $103K | Buy |
769
+200
| +35% | +$26.8K | 0.01% | 485 |
|
|
2015
Q1 | $80K | Sell |
569
-360
| -39% | -$50.6K | 0.01% | 543 |
|
|
2014
Q4 | $117K | Hold |
929
| – | – | 0.02% | 458 |
|
|
2014
Q3 | $109K | Hold |
929
| – | – | 0.02% | 459 |
|
|
2014
Q2 | $111K | Hold |
929
| – | – | 0.02% | 443 |
|
|
2014
Q1 | $105K | Hold |
929
| – | – | 0.02% | 444 |
|
|
2013
Q4 | $113K | Buy |
929
+10
| +1% | +$1.22K | 0.02% | 403 |
|
|
2013
Q3 | $118K | Sell |
919
-865
| -48% | -$111K | 0.03% | 390 |
|
|
2013
Q2 | $215K | Buy |
+1,784
| New | +$215K | 0.06% | 264 |
|