Pathstone Family Office’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,598
| Closed | -$253K | – | 1301 |
|
2023
Q1 | $253K | Sell |
1,598
-8,954
| -85% | -$1.42M | ﹤0.01% | 989 |
|
2022
Q4 | $982K | Buy |
10,552
+3,176
| +43% | +$296K | 0.01% | 800 |
|
2022
Q3 | $987K | Buy |
7,376
+5,949
| +417% | +$796K | 0.01% | 744 |
|
2022
Q2 | $220K | Buy |
+1,427
| New | +$220K | ﹤0.01% | 923 |
|
2021
Q2 | – | Sell |
-5,943
| Closed | -$927K | – | 825 |
|
2021
Q1 | $927K | Buy |
5,943
+5,936
| +84,800% | +$926K | 0.03% | 218 |
|
2020
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1093 |
|