Lourd Capital’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-7,553
| Closed | -$877K | – | 278 |
|
2018
Q4 | $877K | Buy |
7,553
+104
| +1% | +$12.1K | 0.07% | 68 |
|
2018
Q3 | $926K | Buy |
+7,449
| New | +$926K | 0.06% | 69 |
|
2018
Q1 | – | Sell |
-9,190
| Closed | -$1.17M | – | 310 |
|
2017
Q4 | $1.17M | Buy |
+9,190
| New | +$1.17M | 0.08% | 61 |
|