Heritage Trust’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-100
| Closed | -$12K | – | 392 |
|
|
2018
Q4 | $12K | Hold |
100
| – | – | 0.01% | 298 |
|
|
2018
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 306 |
|
|
2018
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 287 |
|
|
2018
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 280 |
|
|
2017
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 269 |
|
|
2017
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 271 |
|
|
2017
Q2 | $11K | Hold |
100
| – | – | ﹤0.01% | 256 |
|
|
2017
Q1 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 258 |
|