Ropes Wealth Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-134
| Closed | -$21K | – | 732 |
|
|
2020
Q4 | $21K | Buy |
134
+8
| +6% | +$1.25K | ﹤0.01% | 481 |
|
|
2020
Q3 | $17K | Hold |
126
| – | – | ﹤0.01% | 466 |
|
|
2020
Q2 | $16K | Buy |
126
+2
| +2% | +$254 | ﹤0.01% | 413 |
|
|
2020
Q1 | $15K | Hold |
124
| – | – | ﹤0.01% | 388 |
|
|
2019
Q4 | $17K | Buy |
+124
| New | +$17K | ﹤0.01% | 440 |
|
|
2017
Q1 | – | Sell |
-300
| Closed | -$35K | – | 558 |
|
|
2016
Q4 | $35K | Hold |
300
| – | – | 0.01% | 353 |
|
|
2016
Q3 | $35K | Hold |
300
| – | – | 0.01% | 310 |
|
|
2016
Q2 | $30K | Buy |
+300
| New | +$30K | 0.01% | 307 |
|