Glassman Wealth Services’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 |
-740
| Closed | -$136K | – | 1662 |
|
|
2023
Q4 | $136K | Buy |
740
+74
| +11% | +$13.6K | 0.02% | 250 |
|
|
2023
Q3 | $120K | Buy |
666
+109
| +20% | +$19.6K | 0.02% | 247 |
|
|
2023
Q2 | $89.5K | Sell |
557
-75
| -12% | -$12.1K | 0.01% | 283 |
|
|
2023
Q1 | $89.5K | Sell |
632
-14
| -2% | -$1.98K | 0.02% | 279 |
|
|
2022
Q4 | $88.2K | Buy |
646
+94
| +17% | +$12.8K | 0.02% | 291 |
|
|
2022
Q3 | $72K | Buy |
552
+32
| +6% | +$4.17K | 0.02% | 307 |
|
|
2022
Q2 | $80K | Sell |
520
-56
| -10% | -$8.62K | 0.02% | 298 |
|
|
2022
Q1 | $104K | Buy |
576
+26
| +5% | +$4.69K | 0.02% | 255 |
|
|
2021
Q4 | $102K | Buy |
550
+131
| +31% | +$24.3K | 0.02% | 242 |
|
|
2021
Q3 | $74K | Buy |
419
+51
| +14% | +$9.01K | 0.02% | 286 |
|
|
2021
Q2 | $64K | Buy |
368
+5
| +1% | +$870 | 0.01% | 303 |
|
|
2021
Q1 | $57K | Sell |
363
-28
| -7% | -$4.4K | 0.01% | 301 |
|
|
2020
Q4 | $60K | Buy |
391
+159
| +69% | +$24.4K | 0.01% | 310 |
|
|
2020
Q3 | $31K | Buy |
232
+120
| +107% | +$16K | 0.01% | 369 |
|
|
2020
Q2 | $14K | Buy |
112
+91
| +433% | +$11.4K | ﹤0.01% | 440 |
|
|
2020
Q1 | $3K | Buy |
21
+7
| +50% | +$1K | ﹤0.01% | 642 |
|
|
2019
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 796 |
|
|
2016
Q2 | – | Sell |
-50
| Closed | -$5K | – | 452 |
|
|
2016
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 378 |
|
|
2015
Q4 | $6K | Hold |
50
| – | – | 0.01% | 362 |
|
|
2015
Q3 | $6K | Hold |
50
| – | – | 0.01% | 347 |
|
|
2015
Q2 | $7K | Hold |
50
| – | – | 0.01% | 359 |
|
|
2015
Q1 | $7K | Hold |
50
| – | – | 0.01% | 362 |
|
|
2014
Q4 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 414 |
|