Northwest Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-414
| Closed | -$49K | – | 432 |
|
2019
Q1 | $49K | Hold |
414
| – | – | 0.04% | 219 |
|
2018
Q4 | $48K | Hold |
414
| – | – | 0.04% | 203 |
|
2018
Q3 | $51K | Hold |
414
| – | – | 0.04% | 212 |
|
2018
Q2 | $53K | Hold |
414
| – | – | 0.04% | 209 |
|
2018
Q1 | $54K | Buy |
+414
| New | +$54K | 0.04% | 207 |
|