Plante Moran Financial Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | – | – | 898 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 943 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$15K | – | 1084 |
|
|
2022
Q2 | $15K | Buy |
+100
| New | +$16.5K | ﹤0.01% | 530 |
|
|
2021
Q1 | – | Sell |
-12
| Closed | -$2K | – | 1142 |
|
|
2020
Q4 | $2K | Buy |
12
+5
| +71% | +$699 | ﹤0.01% | 794 |
|
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 824 |
|
|
2020
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 725 |
|
|
2020
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 708 |
|
|
2019
Q4 | $1K | Sell |
7
-45
| -87% | -$6.29K | ﹤0.01% | 731 |
|
|
2019
Q3 | $7K | Hold |
52
| – | – | ﹤0.01% | 654 |
|
|
2019
Q2 | $6K | Sell |
52
-11
| -17% | -$1.34K | ﹤0.01% | 634 |
|
|
2019
Q1 | $7K | Sell |
63
-2
| -3% | -$242 | ﹤0.01% | 607 |
|
|
2018
Q4 | $8K | Buy |
65
+1
| +2% | +$118 | ﹤0.01% | 541 |
|
|
2018
Q3 | $8K | Buy |
64
+1
| +2% | +$126 | ﹤0.01% | 536 |
|
|
2018
Q2 | $8K | Sell |
63
-11
| -15% | -$1.45K | ﹤0.01% | 578 |
|
|
2018
Q1 | $10K | Buy |
74
+57
| +335% | +$7.64K | 0.01% | 612 |
|
|
2017
Q4 | $2K | Buy |
+17
| New | +$2.12K | ﹤0.01% | 803 |
|
|
2017
Q3 | – | Sell |
-450
| Closed | -$47K | – | 860 |
|
|
2017
Q2 | $47K | Buy |
450
+245
| +120% | +$26.2K | 0.03% | 329 |
|
|
2017
Q1 | $22K | Buy |
205
+187
| +1,039% | +$21.5K | 0.01% | 467 |
|
|
2016
Q4 | $2K | Hold |
18
| – | – | ﹤0.01% | 872 |
|
|
2016
Q3 | $2K | Hold |
18
| – | – | ﹤0.01% | 857 |
|
|
2016
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 814 |
|
|
2016
Q1 | $2K | Buy |
+18
| New | +$1.99K | ﹤0.01% | 752 |
|
|
2014
Q1 | – | Sell |
-35
| Closed | -$4K | – | 695 |
|
|
2013
Q4 | $4K | Sell |
35
-105
| -75% | -$13.2K | ﹤0.01% | 565 |
|
|
2013
Q3 | $18K | Buy |
+140
| New | +$17.8K | 0.01% | 298 |
|
Other funds holding TM
SC
