Next Financial Group’s Toyota TM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$19K Buy
101
+81
+405% +$15.2K ﹤0.01% 1917
2021
Q3
$4K Sell
20
-282
-93% -$56.4K ﹤0.01% 2337
2021
Q2
$53K Buy
302
+116
+62% +$20.4K ﹤0.01% 1368
2021
Q1
$29K Buy
186
+137
+280% +$21.4K ﹤0.01% 1508
2020
Q4
$7K Buy
49
+22
+81% +$3.14K ﹤0.01% 1901
2020
Q3
$4K Buy
+27
New +$4K ﹤0.01% 1929
2020
Q2
Sell
-20
Closed -$2K 1787
2020
Q1
$2K Hold
20
﹤0.01% 1953
2019
Q4
$3K Sell
20
-7
-26% -$1.05K ﹤0.01% 2105
2019
Q3
$4K Hold
27
﹤0.01% 1972
2019
Q2
$3K Buy
27
+20
+286% +$2.22K ﹤0.01% 2045
2019
Q1
$1K Sell
7
-20
-74% -$2.86K ﹤0.01% 1589
2018
Q4
$3K Buy
27
+20
+286% +$2.22K ﹤0.01% 1697
2018
Q3
$1K Buy
+7
New +$1K ﹤0.01% 1430
2017
Q4
Sell
-248
Closed -$31K 1307
2017
Q3
$31K Sell
248
-55
-18% -$6.88K 0.01% 854
2017
Q2
$32K Sell
303
-59
-16% -$6.23K 0.01% 923
2017
Q1
$39K Sell
362
-374
-51% -$40.3K 0.01% 807
2016
Q4
$86K Sell
736
-256
-26% -$29.9K 0.02% 741
2016
Q3
$115K Sell
992
-1,032
-51% -$120K 0.02% 615
2016
Q2
$202K Sell
2,024
-103
-5% -$10.3K 0.06% 297
2016
Q1
$226K Sell
2,127
-79
-4% -$8.39K 0.08% 261
2015
Q4
$271K Sell
2,206
-15
-0.7% -$1.84K 0.1% 203
2015
Q3
$260K Sell
2,221
-685
-24% -$80.2K 0.09% 233
2015
Q2
$388K Sell
2,906
-623
-18% -$83.2K 0.13% 171
2015
Q1
$493K Sell
3,529
-22
-0.6% -$3.07K 0.16% 146
2014
Q4
$446K Sell
3,551
-582
-14% -$73.1K 0.15% 156
2014
Q3
$486K Buy
+4,133
New +$486K 0.1% 242