Omnia Family Wealth’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 |
-92
| Closed | -$11K | – | 478 |
|
|
2019
Q1 | $11K | Hold |
92
| – | – | 0.01% | 261 |
|
|
2018
Q4 | $11K | Hold |
92
| – | – | 0.01% | 238 |
|
|
2018
Q3 | $11K | Hold |
92
| – | – | 0.01% | 252 |
|
|
2018
Q2 | $12K | Hold |
92
| – | – | 0.01% | 239 |
|
|
2018
Q1 | $12K | Hold |
92
| – | – | 0.01% | 247 |
|
|
2017
Q4 | $12K | Hold |
92
| – | – | 0.01% | 277 |
|
|
2017
Q3 | $11K | Hold |
92
| – | – | 0.01% | 264 |
|
|
2017
Q2 | $10K | Buy |
92
+1
| +1% | +$109 | ﹤0.01% | 287 |
|
|
2017
Q1 | $10K | Hold |
91
| – | – | ﹤0.01% | 286 |
|
|
2016
Q4 | $11K | Buy |
+91
| New | +$11K | 0.01% | 279 |
|