Rikoon Group’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $1.48M | Buy |
9,465
+150
| +2% | +$23.4K | 0.39% | 57 |
|
2020
Q4 | $1.44M | Sell |
9,315
-50
| -0.5% | -$7.73K | 0.4% | 58 |
|
2020
Q3 | $1.24M | Buy |
9,365
+165
| +2% | +$21.8K | 0.38% | 61 |
|
2020
Q2 | $1.16M | Buy |
9,200
+265
| +3% | +$33.3K | 0.39% | 62 |
|
2020
Q1 | $1.07M | Buy |
8,935
+2,667
| +43% | +$320K | 0.44% | 56 |
|
2019
Q4 | $881K | Sell |
6,268
-1,085
| -15% | -$153K | 0.3% | 90 |
|
2019
Q3 | $989K | Hold |
7,353
| – | – | 0.37% | 75 |
|
2019
Q2 | $912K | Hold |
7,353
| – | – | 0.34% | 79 |
|
2019
Q1 | $868K | Sell |
7,353
-150
| -2% | -$17.7K | 0.32% | 85 |
|
2018
Q4 | $871K | Hold |
7,503
| – | – | 0.36% | 81 |
|
2018
Q3 | $932K | Hold |
7,503
| – | – | 0.33% | 82 |
|
2018
Q2 | $966K | Hold |
7,503
| – | – | 0.37% | 76 |
|
2018
Q1 | $949K | Buy |
7,503
+233
| +3% | +$29.5K | 0.38% | 73 |
|
2017
Q4 | $925K | Sell |
7,270
-400
| -5% | -$50.9K | 0.38% | 72 |
|
2017
Q3 | $914K | Hold |
7,670
| – | – | 0.4% | 74 |
|
2017
Q2 | $805K | Sell |
7,670
-50
| -0.6% | -$5.25K | 0.36% | 79 |
|
2017
Q1 | $835K | Buy |
7,720
+300
| +4% | +$32.4K | 0.37% | 76 |
|
2016
Q4 | $837K | Buy |
7,420
+4,900
| +194% | +$553K | 0.37% | 79 |
|
2016
Q3 | $292K | Buy |
+2,520
| New | +$292K | 0.23% | 102 |
|