Geneva Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-13,432
| Closed | -$1.46M | – | 791 |
|
|
2017
Q1 | $1.46M | Buy |
13,432
+641
| +5% | +$69.6K | 0.03% | 273 |
|
|
2016
Q4 | $1.5M | Sell |
12,791
-1,112
| -8% | -$130K | 0.03% | 261 |
|
|
2016
Q3 | $1.61M | Sell |
13,903
-164
| -1% | -$19K | 0.03% | 232 |
|
|
2016
Q2 | $1.41M | Sell |
14,067
-20
| -0.1% | -$2K | 0.03% | 246 |
|
|
2016
Q1 | $1.5M | Sell |
14,087
-4,190
| -23% | -$446K | 0.03% | 230 |
|
|
2015
Q4 | $2.25M | Sell |
18,277
-740
| -4% | -$91.1K | 0.04% | 186 |
|
|
2015
Q3 | $2.23M | Sell |
19,017
-3,946
| -17% | -$463K | 0.05% | 178 |
|
|
2015
Q2 | $3.07M | Buy |
22,963
+1,557
| +7% | +$208K | 0.05% | 166 |
|
|
2015
Q1 | $2.99M | Buy |
21,406
+11,706
| +121% | +$1.64M | 0.05% | 164 |
|
|
2014
Q4 | $1.22M | Buy |
+9,700
| New | +$1.22M | 0.02% | 263 |
|