Independent Portfolio Consultants’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $474K | Sell |
4,512
-891
| -16% | -$93.6K | 0.2% | 175 |
|
|
2017
Q1 | $587K | Sell |
5,403
-920
| -15% | -$100K | 0.2% | 177 |
|
|
2016
Q4 | $741K | Buy |
6,323
+10
| +0.2% | +$1.17K | 0.24% | 152 |
|
|
2016
Q3 | $733K | Sell |
6,313
-170
| -3% | -$19.7K | 0.23% | 152 |
|
|
2016
Q2 | $648K | Buy |
6,483
+150
| +2% | +$15K | 0.2% | 171 |
|
|
2016
Q1 | $673K | Sell |
6,333
-20
| -0.3% | -$2.13K | 0.19% | 164 |
|
|
2015
Q4 | $782K | Buy |
6,353
+405
| +7% | +$49.9K | 0.23% | 130 |
|
|
2015
Q3 | $698K | Sell |
5,948
-7,042
| -54% | -$826K | 0.15% | 194 |
|
|
2015
Q2 | $1.74M | Sell |
12,990
-2,792
| -18% | -$373K | 0.35% | 92 |
|
|
2015
Q1 | $2.21M | Buy |
15,782
+47
| +0.3% | +$6.58K | 0.45% | 68 |
|
|
2014
Q4 | $1.97M | Buy |
15,735
+10,060
| +177% | +$1.26M | 0.4% | 80 |
|
|
2014
Q3 | $667K | Buy |
5,675
+865
| +18% | +$102K | 0.18% | 160 |
|
|
2014
Q2 | $576K | Buy |
+4,810
| New | +$576K | 0.16% | 193 |
|