Reilly Financial Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $26K | Hold |
139
| – | – | ﹤0.01% | 519 |
|
|
2021
Q3 | $25K | Hold |
139
| – | – | ﹤0.01% | 490 |
|
|
2021
Q2 | $24K | Hold |
139
| – | – | ﹤0.01% | 517 |
|
|
2021
Q1 | $22K | Buy |
+139
| New | +$22K | ﹤0.01% | 525 |
|
|
2020
Q3 | – | Sell |
-154
| Closed | -$19K | – | 935 |
|
|
2020
Q2 | $19K | Hold |
154
| – | – | ﹤0.01% | 465 |
|
|
2020
Q1 | $19K | Hold |
154
| – | – | ﹤0.01% | 440 |
|
|
2019
Q4 | $22K | Hold |
154
| – | – | ﹤0.01% | 485 |
|
|
2019
Q3 | $21K | Hold |
154
| – | – | ﹤0.01% | 497 |
|
|
2019
Q2 | $19K | Hold |
154
| – | – | ﹤0.01% | 555 |
|
|
2019
Q1 | $18K | Hold |
154
| – | – | ﹤0.01% | 555 |
|
|
2018
Q4 | $18K | Sell |
154
-454
| -75% | -$53.1K | ﹤0.01% | 522 |
|
|
2018
Q3 | $76K | Buy |
608
+325
| +115% | +$40.6K | 0.01% | 291 |
|
|
2018
Q2 | $37K | Hold |
283
| – | – | 0.01% | 368 |
|
|
2018
Q1 | $37K | Buy |
283
+127
| +81% | +$16.6K | 0.01% | 351 |
|
|
2017
Q4 | $20K | Hold |
156
| – | – | ﹤0.01% | 517 |
|
|
2017
Q3 | $19K | Hold |
156
| – | – | ﹤0.01% | 509 |
|
|
2017
Q2 | $16K | Hold |
156
| – | – | ﹤0.01% | 553 |
|
|
2017
Q1 | $17K | Hold |
156
| – | – | ﹤0.01% | 512 |
|
|
2016
Q4 | $18K | Sell |
156
-275
| -64% | -$31.7K | ﹤0.01% | 470 |
|
|
2016
Q3 | $50K | Hold |
431
| – | – | 0.01% | 267 |
|
|
2016
Q2 | $43K | Buy |
+431
| New | +$43K | 0.01% | 271 |
|
|
2016
Q1 | – | Sell |
-2,306
| Closed | -$284K | – | 1085 |
|
|
2015
Q4 | $284K | Sell |
2,306
-65,246
| -97% | -$8.04M | 0.05% | 122 |
|
|
2015
Q3 | $7.92M | Buy |
67,552
+1,010
| +2% | +$118K | 1.44% | 29 |
|
|
2015
Q2 | $8.9M | Sell |
66,542
-1,543
| -2% | -$206K | 1.53% | 27 |
|
|
2015
Q1 | $9.52M | Buy |
68,085
+56,875
| +507% | +$7.96M | 1.68% | 21 |
|
|
2014
Q4 | $1.41M | Sell |
11,210
-68,800
| -86% | -$8.64M | 0.34% | 48 |
|
|
2014
Q3 | $9.4M | Buy |
80,010
+2,839
| +4% | +$334K | 2.27% | 12 |
|
|
2014
Q2 | $9.44M | Buy |
77,171
+5,056
| +7% | +$618K | 2.24% | 14 |
|
|
2014
Q1 | $8.14M | Buy |
72,115
+3,758
| +5% | +$424K | 1.94% | 22 |
|
|
2013
Q4 | $8.33M | Buy |
68,357
+2,949
| +5% | +$359K | 2.04% | 17 |
|
|
2013
Q3 | $8.35M | Buy |
65,408
+2,834
| +5% | +$362K | 2.32% | 7 |
|
|
2013
Q2 | $7.79M | Buy |
+62,574
| New | +$7.79M | 2.31% | 8 |
|