Focused Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-400
| Closed | -$47K | – | 715 |
|
|
2016
Q4 | $47K | Buy |
+400
| New | +$47K | 0.02% | 277 |
|
|
2015
Q2 | – | Sell |
-77
| Closed | -$11K | – | 695 |
|
|
2015
Q1 | $11K | Hold |
77
| – | – | 0.01% | 415 |
|
|
2014
Q4 | $10K | Buy |
77
+1
| +1% | +$130 | 0.01% | 424 |
|
|
2014
Q3 | $9K | Buy |
76
+1
| +1% | +$118 | 0.01% | 437 |
|
|
2014
Q2 | $9K | Hold |
75
| – | – | 0.01% | 438 |
|
|
2014
Q1 | $8K | Hold |
75
| – | – | 0.01% | 426 |
|
|
2013
Q4 | $9K | Buy |
+75
| New | +$9K | 0.01% | 408 |
|