Security National Trust’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-275
| Closed | -$32K | – | 521 |
|
2014
Q3 | $32K | Hold |
275
| – | – | 0.01% | 306 |
|
2014
Q2 | $33K | Hold |
275
| – | – | 0.01% | 311 |
|
2014
Q1 | $31K | Hold |
275
| – | – | 0.01% | 317 |
|
2013
Q4 | $34K | Hold |
275
| – | – | 0.01% | 307 |
|
2013
Q3 | $35K | Buy |
+275
| New | +$35K | 0.02% | 288 |
|