Rockbridge Investment Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-31
| Closed | -$5.69K | – | 572 |
|
|
2023
Q4 | $5.69K | Buy |
+31
| New | +$5.69K | ﹤0.01% | 461 |
|
|
2022
Q3 | – | Sell |
-31
| Closed | -$4.78K | – | 540 |
|
|
2022
Q2 | $4.78K | Sell |
31
-1
| -3% | -$154 | ﹤0.01% | 462 |
|
|
2022
Q1 | $5.77K | Buy |
32
+27
| +540% | +$4.87K | ﹤0.01% | 594 |
|
|
2021
Q4 | $1K | Sell |
5
-19
| -79% | -$3.8K | ﹤0.01% | 775 |
|
|
2021
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 628 |
|
|
2021
Q2 | $4K | Sell |
24
-6
| -20% | -$1K | ﹤0.01% | 629 |
|
|
2021
Q1 | $5K | Buy |
30
+15
| +100% | +$2.5K | ﹤0.01% | 586 |
|
|
2020
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 646 |
|