Icon Wealth Partners’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-279
| Closed | -$33K | – | 711 |
|
|
2019
Q1 | $33K | Buy |
+279
| New | +$33K | 0.01% | 448 |
|
|
2018
Q3 | – | Sell |
-482
| Closed | -$62K | – | 684 |
|
|
2018
Q2 | $62K | Buy |
+482
| New | +$62K | 0.03% | 329 |
|
|
2018
Q1 | – | Sell |
-482
| Closed | -$61K | – | 682 |
|
|
2017
Q4 | $61K | Buy |
+482
| New | +$61K | 0.03% | 366 |
|