Freestone Capital Holdings’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-39
| Closed | -$7.19K | – | 460 |
|
|
2023
Q4 | $7.19K | Sell |
39
-3
| -7% | -$553 | ﹤0.01% | 396 |
|
|
2023
Q3 | $7.59K | Buy |
42
+8
| +24% | +$1.45K | ﹤0.01% | 369 |
|
|
2023
Q2 | $5.5K | Buy |
+34
| New | +$5.5K | ﹤0.01% | 389 |
|
|
2022
Q2 | – | Sell |
-1,986
| Closed | -$358K | – | 577 |
|
|
2022
Q1 | $358K | Buy |
+1,986
| New | +$358K | 0.01% | 431 |
|
|
2017
Q2 | – | Sell |
-28,531
| Closed | -$3.1M | – | 346 |
|
|
2017
Q1 | $3.1M | Buy |
28,531
+3,999
| +16% | +$434K | 0.24% | 113 |
|
|
2016
Q4 | $2.88M | Buy |
24,532
+2,240
| +10% | +$263K | 0.25% | 95 |
|
|
2016
Q3 | $2.59M | Buy |
22,292
+2,896
| +15% | +$336K | 0.24% | 92 |
|
|
2016
Q2 | $1.94M | Buy |
+19,396
| New | +$1.94M | 0.19% | 120 |
|