Intercontinental Wealth Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,763
| Closed | -$514K | – | 313 |
|
|
2022
Q4 | $514K | Buy |
3,763
+25
| +0.7% | +$3.42K | 0.15% | 155 |
|
|
2022
Q3 | $487K | Sell |
3,738
-40
| -1% | -$5.21K | 0.15% | 151 |
|
|
2022
Q2 | $582K | Hold |
3,778
| – | – | 0.16% | 142 |
|
|
2022
Q1 | $681K | Sell |
3,778
-189
| -5% | -$34.1K | 0.16% | 136 |
|
|
2021
Q4 | $735K | Buy |
3,967
+123
| +3% | +$22.8K | 0.15% | 125 |
|
|
2021
Q3 | $683K | Sell |
3,844
-166
| -4% | -$29.5K | 0.16% | 123 |
|
|
2021
Q2 | $701K | Buy |
4,010
+74
| +2% | +$12.9K | 0.14% | 120 |
|
|
2021
Q1 | $614K | Buy |
3,936
+232
| +6% | +$36.2K | 0.13% | 135 |
|
|
2020
Q4 | $573K | Buy |
3,704
+658
| +22% | +$102K | 0.14% | 123 |
|
|
2020
Q3 | $403K | Buy |
3,046
+152
| +5% | +$20.1K | 0.12% | 134 |
|
|
2020
Q2 | $364K | Buy |
2,894
+234
| +9% | +$29.4K | 0.12% | 127 |
|
|
2020
Q1 | $319K | Buy |
2,660
+1,207
| +83% | +$145K | 0.17% | 112 |
|
|
2019
Q4 | $206K | Sell |
1,453
-1,231
| -46% | -$175K | 0.17% | 102 |
|
|
2019
Q3 | $361K | Sell |
2,684
-63
| -2% | -$8.47K | 0.22% | 86 |
|
|
2019
Q2 | $341K | Sell |
2,747
-54
| -2% | -$6.7K | 0.18% | 87 |
|
|
2019
Q1 | $331K | Buy |
2,801
+196
| +8% | +$23.2K | 0.16% | 91 |
|
|
2018
Q4 | $302K | Sell |
2,605
-183
| -7% | -$21.2K | 0.17% | 84 |
|
|
2018
Q3 | $347K | Buy |
2,788
+161
| +6% | +$20K | 0.17% | 87 |
|
|
2018
Q2 | $338K | Hold |
2,627
| – | – | 0.19% | 79 |
|
|
2018
Q1 | $342K | Buy |
2,627
+91
| +4% | +$11.8K | 0.2% | 80 |
|
|
2017
Q4 | $323K | Buy |
2,536
+262
| +12% | +$33.4K | 0.18% | 86 |
|
|
2017
Q3 | $271K | Buy |
+2,274
| New | +$271K | 0.17% | 99 |
|