RBA Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,886
| Closed | -$1.22M | – | 111 |
|
|
2021
Q3 | $1.22M | Sell |
6,886
-801
| -10% | -$142K | 2.95% | 12 |
|
|
2021
Q2 | $1.34M | Sell |
7,687
-465
| -6% | -$81.3K | 2.85% | 14 |
|
|
2021
Q1 | $1.27M | Sell |
8,152
-1,977
| -20% | -$309K | 1.08% | 36 |
|
|
2020
Q4 | $1.57M | Sell |
10,129
-1,442
| -12% | -$223K | 0.94% | 47 |
|
|
2020
Q3 | $1.53M | Sell |
11,571
-1,536
| -12% | -$203K | 1.04% | 40 |
|
|
2020
Q2 | $1.65M | Sell |
13,107
-2,081
| -14% | -$261K | 1.2% | 32 |
|
|
2020
Q1 | $1.82M | Sell |
15,188
-2,277
| -13% | -$273K | 1.58% | 28 |
|
|
2019
Q4 | $2.45M | Sell |
17,465
-150
| -0.9% | -$21K | 1.67% | 28 |
|
|
2019
Q3 | $2.37M | Sell |
17,615
-3,057
| -15% | -$411K | 1.81% | 26 |
|
|
2019
Q2 | $2.56M | Sell |
20,672
-470
| -2% | -$58.3K | 1.98% | 22 |
|
|
2019
Q1 | $2.58M | Buy |
+21,142
| New | +$2.58M | 2.01% | 25 |
|