ProVise Management Group’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,192
| Closed | -$270K | – | 306 |
|
|
2015
Q4 | $270K | Buy |
2,192
+192
| +10% | +$23.7K | 0.06% | 237 |
|
|
2015
Q3 | $235K | Sell |
2,000
-200
| -9% | -$23.5K | 0.05% | 240 |
|
|
2015
Q2 | $294K | Sell |
2,200
-100
| -4% | -$13.4K | 0.06% | 238 |
|
|
2015
Q1 | $322K | Buy |
+2,300
| New | +$322K | 0.07% | 235 |
|