Pinnacle Summer Investments’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-2,920
| Closed | -$342K | – | 1001 |
|
2015
Q3 | $342K | Buy |
+2,920
| New | +$342K | 0.06% | 221 |
|
2015
Q2 | – | Sell |
-2,920
| Closed | -$408K | – | 936 |
|
2015
Q1 | $408K | Hold |
2,920
| – | – | 0.06% | 222 |
|
2014
Q4 | $366K | Hold |
2,920
| – | – | 0.05% | 239 |
|
2014
Q3 | $343K | Hold |
2,920
| – | – | 0.04% | 260 |
|
2014
Q2 | $349K | Hold |
2,920
| – | – | 0.04% | 240 |
|
2014
Q1 | $317K | Buy |
2,920
+125
| +4% | +$13.6K | 0.04% | 215 |
|
2013
Q4 | $341K | Hold |
2,795
| – | – | 0.05% | 199 |
|
2013
Q3 | $358K | Sell |
2,795
-300
| -10% | -$38.4K | 0.06% | 174 |
|
2013
Q2 | $373K | Buy |
+3,095
| New | +$373K | 0.09% | 155 |
|