Kelly Financial Services’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18
| Closed | -$3.77K | – | 701 |
|
|
2024
Q2 | $3.77K | Hold |
18
| – | – | ﹤0.01% | 521 |
|
|
2024
Q1 | $4.59K | Hold |
18
| – | – | ﹤0.01% | 506 |
|
|
2023
Q4 | $3.34K | Hold |
18
| – | – | ﹤0.01% | 523 |
|
|
2023
Q3 | $3.26K | Hold |
18
| – | – | ﹤0.01% | 499 |
|
|
2023
Q2 | $2.91K | Buy |
18
+1
| +6% | +$162 | ﹤0.01% | 517 |
|
|
2023
Q1 | $2.4K | Sell |
17
-16
| -48% | -$2.25K | ﹤0.01% | 509 |
|
|
2022
Q4 | $4.49K | Buy |
33
+1
| +3% | +$136 | ﹤0.01% | 415 |
|
|
2022
Q3 | $4.14K | Hold |
32
| – | – | ﹤0.01% | 421 |
|
|
2022
Q2 | $4.9K | Buy |
32
+1
| +3% | +$153 | ﹤0.01% | 405 |
|
|
2022
Q1 | $5.52K | Hold |
31
| – | – | ﹤0.01% | 414 |
|
|
2021
Q4 | $5.67K | Buy |
31
+8
| +35% | +$1.46K | ﹤0.01% | 419 |
|
|
2021
Q3 | $4.17K | Sell |
23
-4,083
| -99% | -$741K | ﹤0.01% | 447 |
|
|
2021
Q2 | $23K | Buy |
4,106
+4,083
| +17,752% | +$22.9K | ﹤0.01% | 537 |
|
|
2021
Q1 | $3.64K | Hold |
23
| – | – | ﹤0.01% | 447 |
|
|
2020
Q4 | $3.61K | Sell |
23
-20
| -47% | -$3.14K | ﹤0.01% | 411 |
|
|
2020
Q3 | $5.72K | Hold |
43
| – | – | ﹤0.01% | 320 |
|
|
2020
Q2 | $5.42K | Buy |
43
+30
| +231% | +$3.78K | ﹤0.01% | 324 |
|
|
2020
Q1 | $1.56K | Hold |
13
| – | – | ﹤0.01% | 410 |
|
|
2019
Q4 | $1.83K | Hold |
13
| – | – | ﹤0.01% | 422 |
|
|
2019
Q3 | $1.73K | Hold |
13
| – | – | ﹤0.01% | 412 |
|
|
2019
Q2 | $1.59K | Hold |
13
| – | – | ﹤0.01% | 396 |
|
|
2019
Q1 | $1.49K | Buy |
+13
| New | +$1.49K | ﹤0.01% | 398 |
|