First Personal Financial Services’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-100
| Closed | -$15K | – | 325 |
|
2020
Q4 | $15K | Buy |
+100
| New | +$15K | ﹤0.01% | 262 |
|
2018
Q2 | – | Sell |
-6
| Closed | -$1K | – | 913 |
|
2018
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1017 |
|
2017
Q2 | – | Sell |
-259
| Closed | -$28K | – | 879 |
|
2017
Q1 | $28K | Hold |
259
| – | – | 0.01% | 512 |
|
2016
Q4 | $30K | Hold |
259
| – | – | 0.01% | 472 |
|
2016
Q3 | $30K | Sell |
259
-81
| -24% | -$9.38K | 0.01% | 364 |
|
2016
Q2 | $34K | Buy |
+340
| New | +$34K | 0.01% | 337 |
|
2015
Q4 | – | Sell |
-26
| Closed | -$4K | – | 491 |
|
2015
Q3 | $4K | Hold |
26
| – | – | ﹤0.01% | 349 |
|
2015
Q2 | $4K | Hold |
26
| – | – | ﹤0.01% | 346 |
|
2015
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 358 |
|
2014
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 343 |
|