J.M. Hartwell’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-6,350
| Closed | -$781K | – | 85 |
|
|
2015
Q4 | $781K | Buy |
6,350
+150
| +2% | +$18.4K | 0.18% | 35 |
|
|
2015
Q3 | $727K | Sell |
6,200
-400
| -6% | -$46.9K | 0.17% | 37 |
|
|
2015
Q2 | $883K | Buy |
6,600
+300
| +5% | +$40.1K | 0.19% | 37 |
|
|
2015
Q1 | $881K | Buy |
6,300
+700
| +13% | +$97.9K | 0.19% | 36 |
|
|
2014
Q4 | $703K | Hold |
5,600
| – | – | 0.16% | 43 |
|
|
2014
Q3 | $658K | Hold |
5,600
| – | – | 0.15% | 48 |
|
|
2014
Q2 | $670K | Sell |
5,600
-200
| -3% | -$23.9K | 0.14% | 51 |
|
|
2014
Q1 | $655K | Hold |
5,800
| – | – | 0.14% | 47 |
|
|
2013
Q4 | $707K | Buy |
5,800
+100
| +2% | +$12.2K | 0.15% | 45 |
|
|
2013
Q3 | $730K | Hold |
5,700
| – | – | 0.16% | 40 |
|
|
2013
Q2 | $688K | Buy |
+5,700
| New | +$688K | 0.17% | 42 |
|