L.J. Altfest & Co’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-884
| Closed | -$222K | – | 343 |
|
|
2024
Q1 | $222K | Buy |
+884
| New | +$222K | 0.03% | 292 |
|
|
2022
Q1 | – | Sell |
-1,317
| Closed | -$244K | – | 287 |
|
|
2021
Q4 | $244K | Sell |
1,317
-15
| -1% | -$2.78K | 0.05% | 221 |
|
|
2021
Q3 | $237K | Buy |
1,332
+10
| +0.8% | +$1.78K | 0.05% | 234 |
|
|
2021
Q2 | $231K | Sell |
1,322
-9
| -0.7% | -$1.57K | 0.05% | 245 |
|
|
2021
Q1 | $208K | Buy |
1,331
+9
| +0.7% | +$1.41K | 0.05% | 257 |
|
|
2020
Q4 | $204K | Buy |
+1,322
| New | +$204K | 0.05% | 256 |
|
|
2020
Q2 | – | Sell |
-1,737
| Closed | -$208K | – | 234 |
|
|
2020
Q1 | $208K | Buy |
1,737
+8
| +0.5% | +$958 | 0.07% | 181 |
|
|
2019
Q4 | $243K | Sell |
1,729
-117
| -6% | -$16.4K | 0.06% | 169 |
|
|
2019
Q3 | $248K | Sell |
1,846
-77
| -4% | -$10.3K | 0.06% | 157 |
|
|
2019
Q2 | $238K | Hold |
1,923
| – | – | 0.06% | 166 |
|
|
2019
Q1 | $227K | Sell |
1,923
-90
| -4% | -$10.6K | 0.06% | 167 |
|
|
2018
Q4 | $234K | Sell |
2,013
-118
| -6% | -$13.7K | 0.07% | 131 |
|
|
2018
Q3 | $265K | Sell |
2,131
-95
| -4% | -$11.8K | 0.08% | 146 |
|
|
2018
Q2 | $287K | Sell |
2,226
-159
| -7% | -$20.5K | 0.11% | 134 |
|
|
2018
Q1 | $311K | Sell |
2,385
-124
| -5% | -$16.2K | 0.13% | 126 |
|
|
2017
Q4 | $319K | Sell |
2,509
-5,043
| -67% | -$641K | 0.12% | 126 |
|
|
2017
Q3 | $900K | Sell |
7,552
-336
| -4% | -$40K | 0.44% | 61 |
|
|
2017
Q2 | $828K | Sell |
7,888
-5,647
| -42% | -$593K | 0.5% | 61 |
|
|
2017
Q1 | $1.47M | Buy |
13,535
+16
| +0.1% | +$1.74K | 0.58% | 48 |
|
|
2016
Q4 | $1.58M | Sell |
13,519
-158
| -1% | -$18.5K | 0.79% | 33 |
|
|
2016
Q3 | $1.59M | Hold |
13,677
| – | – | 1.06% | 32 |
|
|
2016
Q2 | $1.37M | Buy |
+13,677
| New | +$1.37M | 0.95% | 44 |
|