RPg Family Wealth Advisory’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-225
| Closed | -$26.4K | – | 331 |
|
2016
Q4 | $26.4K | Buy |
225
+19
| +9% | +$2.23K | 0.02% | 166 |
|
2016
Q3 | $23.9K | Buy |
206
+21
| +11% | +$2.44K | 0.02% | 159 |
|
2016
Q2 | $18.5K | Sell |
185
-38
| -17% | -$3.8K | 0.01% | 198 |
|
2016
Q1 | $23.7K | Buy |
223
+33
| +17% | +$3.51K | 0.02% | 173 |
|
2015
Q4 | $23.4K | Buy |
+190
| New | +$23.4K | 0.02% | 137 |
|