Perigon Wealth Management’s Toro Company TTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-216
| Closed | -$20K | – | 981 |
|
|
2020
Q4 | $20K | Buy |
+216
| New | +$20K | ﹤0.01% | 1046 |
|
|
2018
Q1 | – | Sell |
-205
| Closed | -$13K | – | 687 |
|
|
2017
Q4 | $13K | Sell |
205
-4,727
| -96% | -$300K | ﹤0.01% | 469 |
|
|
2017
Q3 | $307K | Sell |
4,932
-1,709
| -26% | -$106K | 0.1% | 153 |
|
|
2017
Q2 | $461K | Sell |
6,641
-1,403
| -17% | -$97.4K | 0.1% | 176 |
|
|
2017
Q1 | $504K | Sell |
8,044
-221
| -3% | -$13.8K | 0.11% | 177 |
|
|
2016
Q4 | $500K | Buy |
8,265
+346
| +4% | +$20.9K | 0.11% | 173 |
|
|
2016
Q3 | $371K | Buy |
7,919
+567
| +8% | +$26.6K | 0.1% | 167 |
|
|
2016
Q2 | $324K | Buy |
7,352
+1,010
| +16% | +$44.5K | 0.09% | 166 |
|
|
2016
Q1 | $319K | Hold |
6,342
| – | – | 0.1% | 126 |
|
|
2015
Q4 | $232K | Buy |
6,342
+148
| +2% | +$5.41K | 0.06% | 194 |
|
|
2015
Q3 | $219K | Buy |
+6,194
| New | +$219K | 0.07% | 200 |
|
|
2015
Q1 | – | Sell |
-7,020
| Closed | -$224K | – | 223 |
|
|
2014
Q4 | $224K | Hold |
7,020
| – | – | 0.07% | 194 |
|
|
2014
Q3 | $208K | Buy |
+7,020
| New | +$208K | 0.06% | 194 |
|