James Investment Research’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-1,278
| Closed | -$161K | – | 515 |
|
2020
Q2 | $161K | Sell |
1,278
-39
| -3% | -$4.91K | 0.02% | 256 |
|
2020
Q1 | $158K | Buy |
1,317
+5
| +0.4% | +$600 | 0.02% | 245 |
|
2019
Q4 | $184K | Buy |
1,312
+240
| +22% | +$33.7K | 0.01% | 293 |
|
2019
Q3 | $144K | Sell |
1,072
-52
| -5% | -$6.99K | 0.01% | 327 |
|
2019
Q2 | $139K | Sell |
1,124
-722
| -39% | -$89.3K | 0.01% | 405 |
|
2019
Q1 | $218K | Sell |
1,846
-179
| -9% | -$21.1K | 0.01% | 517 |
|
2018
Q4 | $235K | Sell |
2,025
-362
| -15% | -$42K | 0.01% | 521 |
|
2018
Q3 | $297K | Sell |
2,387
-140
| -6% | -$17.4K | 0.01% | 552 |
|
2018
Q2 | $326K | Sell |
2,527
-228
| -8% | -$29.4K | 0.01% | 551 |
|
2018
Q1 | $359K | Sell |
2,755
-270
| -9% | -$35.2K | 0.01% | 532 |
|
2017
Q4 | $385K | Buy |
+3,025
| New | +$385K | 0.01% | 535 |
|