IHT Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,080
| Closed | -$200K | – | 850 |
|
|
2021
Q4 | $200K | Buy |
+1,080
| New | +$200K | 0.01% | 753 |
|
|
2018
Q2 | – | Sell |
-857
| Closed | -$108K | – | 1271 |
|
|
2018
Q1 | $108K | Buy |
857
+450
| +111% | +$56.7K | 0.03% | 463 |
|
|
2017
Q4 | $55K | Buy |
407
+1
| +0.2% | +$135 | 0.01% | 674 |
|
|
2017
Q3 | $49K | Hold |
406
| – | – | 0.02% | 528 |
|
|
2017
Q2 | $33 | Hold |
406
| – | – | 0.02% | 636 |
|
|
2017
Q1 | $43K | Sell |
406
-50
| -11% | -$5.3K | 0.03% | 455 |
|
|
2016
Q4 | $54K | Buy |
+456
| New | +$54K | 0.04% | 381 |
|