Integrated Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-345
| Closed | -$40K | – | 927 |
|
|
2016
Q3 | $40K | Buy |
345
+200
| +138% | +$23.2K | 0.01% | 455 |
|
|
2016
Q2 | $14K | Hold |
145
| – | – | 0.01% | 683 |
|
|
2016
Q1 | $15K | Hold |
145
| – | – | 0.01% | 614 |
|
|
2015
Q4 | $18K | Hold |
145
| – | – | 0.01% | 612 |
|
|
2015
Q3 | $17K | Hold |
145
| – | – | 0.01% | 632 |
|
|
2015
Q2 | $19K | Sell |
145
-11
| -7% | -$1.44K | 0.01% | 628 |
|
|
2015
Q1 | $21K | Buy |
+156
| New | +$21K | 0.01% | 562 |
|