Johanson Financial Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $287K | Buy |
1,547
+15
| +1% | +$2.78K | 0.09% | 108 |
|
|
2021
Q3 | $272K | Buy |
1,532
+14
| +0.9% | +$2.49K | 0.09% | 103 |
|
|
2021
Q2 | $272K | Buy |
1,518
+34
| +2% | +$6.09K | 0.09% | 101 |
|
|
2021
Q1 | $232K | Buy |
1,484
+25
| +2% | +$3.91K | 0.08% | 102 |
|
|
2020
Q4 | $226K | Buy |
+1,459
| New | +$226K | 0.09% | 99 |
|
|
2020
Q2 | – | Sell |
-1,753
| Closed | -$210K | – | 99 |
|
|
2020
Q1 | $210K | Sell |
1,753
-251,037
| -99% | -$30.1M | 0.12% | 90 |
|
|
2019
Q4 | $1.8M | Buy |
252,790
+251,012
| +14,118% | +$1.79M | 0.09% | 107 |
|
|
2019
Q3 | $238K | Sell |
1,778
-908
| -34% | -$122K | 0.12% | 87 |
|
|
2019
Q2 | $333K | Sell |
2,686
-3
| -0.1% | -$372 | 0.18% | 75 |
|
|
2019
Q1 | $314K | Buy |
2,689
+32
| +1% | +$3.74K | 0.18% | 75 |
|
|
2018
Q4 | $308K | Buy |
2,657
+265
| +11% | +$30.7K | 0.21% | 74 |
|
|
2018
Q3 | $298K | Hold |
2,392
| – | – | 0.17% | 78 |
|
|
2018
Q2 | $308K | Buy |
2,392
+35
| +1% | +$4.51K | 0.2% | 72 |
|
|
2018
Q1 | $308K | Buy |
2,357
+42
| +2% | +$5.49K | 0.2% | 74 |
|
|
2017
Q4 | $294K | Sell |
2,315
-98
| -4% | -$12.4K | 0.19% | 75 |
|
|
2017
Q3 | $287K | Sell |
2,413
-94
| -4% | -$11.2K | 0.21% | 71 |
|
|
2017
Q2 | $264K | Sell |
2,507
-214
| -8% | -$22.5K | 0.22% | 71 |
|
|
2017
Q1 | $294K | Buy |
+2,721
| New | +$294K | 0.26% | 70 |
|
|
2016
Q4 | – | Sell |
-3,650
| Closed | -$419K | – | 55 |
|
|
2016
Q3 | $419K | Buy |
3,650
+90
| +3% | +$10.3K | 0.45% | 49 |
|
|
2016
Q2 | $352K | Buy |
3,560
+223
| +7% | +$22K | 0.41% | 51 |
|
|
2016
Q1 | $354K | Buy |
3,337
+269
| +9% | +$28.5K | 0.44% | 50 |
|
|
2015
Q4 | $378K | Buy |
+3,068
| New | +$378K | 0.49% | 46 |
|