Jacobi Capital Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-87
| Closed | -$15K | – | 1235 |
|
|
2021
Q3 | $15K | Hold |
87
| – | – | ﹤0.01% | 967 |
|
|
2021
Q2 | $15K | Buy |
87
+1
| +1% | +$172 | ﹤0.01% | 926 |
|
|
2021
Q1 | $13K | Hold |
86
| – | – | ﹤0.01% | 909 |
|
|
2020
Q4 | $13K | Buy |
+86
| New | +$13K | ﹤0.01% | 821 |
|
|
2017
Q2 | – | Sell |
-1,477
| Closed | -$157K | – | 845 |
|
|
2017
Q1 | $157K | Hold |
1,477
| – | – | 0.08% | 116 |
|
|
2016
Q4 | $177K | Buy |
1,477
+294
| +25% | +$35.2K | 0.11% | 91 |
|
|
2016
Q3 | $136K | Sell |
1,183
-274
| -19% | -$31.5K | 0.06% | 126 |
|
|
2016
Q2 | $145K | Buy |
+1,457
| New | +$145K | 0.07% | 105 |
|