Institute for Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,388
| Closed | -$215K | – | 473 |
|
|
2020
Q4 | $215K | Sell |
1,388
-174
| -11% | -$27K | 0.04% | 409 |
|
|
2020
Q3 | $207K | Sell |
1,562
-288
| -16% | -$38.2K | 0.05% | 388 |
|
|
2020
Q2 | $232K | Sell |
1,850
-87
| -4% | -$10.9K | 0.06% | 368 |
|
|
2020
Q1 | $232K | Sell |
1,937
-365
| -16% | -$43.7K | 0.07% | 335 |
|
|
2019
Q4 | $324K | Sell |
2,302
-164
| -7% | -$23.1K | 0.07% | 331 |
|
|
2019
Q3 | $332K | Sell |
2,466
-227
| -8% | -$30.6K | 0.08% | 309 |
|
|
2019
Q2 | $334K | Buy |
+2,693
| New | +$334K | 0.07% | 330 |
|