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