Lenox Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $358K | Buy |
2,857
+184
| +7% | +$22.8K | 0.11% | 109 |
|
|
2020
Q1 | $320K | Sell |
2,673
-63
| -2% | -$8.41K | 0.11% | 99 |
|
|
2019
Q4 | $385K | Buy |
2,736
+429
| +19% | +$59.9K | 0.11% | 106 |
|
|
2019
Q3 | $310K | Buy |
2,307
+859
| +59% | +$113K | 0.09% | 110 |
|
|
2019
Q2 | $179K | Buy |
1,448
+592
| +69% | +$72.2K | 0.05% | 140 |
|
|
2019
Q1 | $101K | Buy |
856
+512
| +149% | +$61.9K | 0.03% | 177 |
|
|
2018
Q4 | $40K | Buy |
344
+130
| +61% | +$15.4K | 0.01% | 226 |
|
|
2018
Q3 | $27K | Buy |
214
+14
| +7% | +$1.77K | 0.01% | 283 |
|
|
2018
Q2 | $26K | Buy |
200
+57
| +40% | +$7.51K | 0.01% | 266 |
|
|
2018
Q1 | $18K | Buy |
143
+64
| +81% | +$8.58K | 0.01% | 304 |
|
|
2017
Q4 | $10K | Sell |
79
-3
| -4% | -$374 | ﹤0.01% | 390 |
|
|
2017
Q3 | $9K | Hold |
82
| – | – | ﹤0.01% | 409 |
|
|
2017
Q2 | $9K | Buy |
82
+61
| +290% | +$6.51K | ﹤0.01% | 388 |
|
|
2017
Q1 | $2K | Sell |
21
-11
| -34% | -$1.26K | ﹤0.01% | 216 |
|
|
2016
Q4 | $4K | Buy |
+32
| New | +$3.73K | ﹤0.01% | 199 |
|
|
2016
Q3 | – | Sell |
-40
| Closed | -$4.58K | – | 235 |
|
|
2016
Q2 | $4K | Hold |
40
| – | – | ﹤0.01% | 198 |
|
|
2016
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 206 |
|
|
2015
Q4 | $5K | Sell |
40
-92
| -70% | -$11.4K | ﹤0.01% | 195 |
|
|
2015
Q3 | $15K | Sell |
132
-8
| -6% | -$1K | 0.01% | 102 |
|
|
2015
Q2 | $19K | Buy |
140
+100
| +250% | +$13.8K | 0.01% | 102 |
|
|
2015
Q1 | $6K | Hold |
40
| – | – | ﹤0.01% | 133 |
|
|
2014
Q4 | $5K | Hold |
40
| – | – | ﹤0.01% | 142 |
|
|
2014
Q3 | $5K | Hold |
40
| – | – | ﹤0.01% | 142 |
|
|
2014
Q2 | $5K | Hold |
40
| – | – | ﹤0.01% | 144 |
|
|
2014
Q1 | $5K | Hold |
40
| – | – | ﹤0.01% | 163 |
|
|
2013
Q4 | $5K | Buy |
+40
| New | +$5.03K | ﹤0.01% | 162 |
|
Other funds holding TM
PPA
AG
