Smith Salley Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,586
| Closed | -$210K | – | 219 |
|
|
2020
Q3 | $210K | Buy |
+1,586
| New | +$210K | 0.03% | 183 |
|
|
2020
Q1 | – | Sell |
-1,595
| Closed | -$224K | – | 203 |
|
|
2019
Q4 | $224K | Sell |
1,595
-91
| -5% | -$12.8K | 0.03% | 184 |
|
|
2019
Q3 | $227K | Sell |
1,686
-27
| -2% | -$3.64K | 0.03% | 177 |
|
|
2019
Q2 | $212K | Buy |
+1,713
| New | +$212K | 0.03% | 180 |
|
|
2018
Q4 | – | Sell |
-1,639
| Closed | -$204K | – | 187 |
|
|
2018
Q3 | $204K | Hold |
1,639
| – | – | 0.03% | 182 |
|
|
2018
Q2 | $211K | Hold |
1,639
| – | – | 0.04% | 174 |
|
|
2018
Q1 | $214K | Buy |
+1,639
| New | +$214K | 0.04% | 169 |
|
|
2017
Q4 | – | Sell |
-1,892
| Closed | -$225K | – | 189 |
|
|
2017
Q3 | $225K | Buy |
+1,892
| New | +$225K | 0.04% | 159 |
|
|
2017
Q2 | – | Sell |
-1,979
| Closed | -$215K | – | 175 |
|
|
2017
Q1 | $215K | Buy |
1,979
+41
| +2% | +$4.45K | 0.04% | 164 |
|
|
2016
Q4 | $227K | Buy |
1,938
+200
| +12% | +$23.4K | 0.05% | 143 |
|
|
2016
Q3 | $202K | Buy |
+1,738
| New | +$202K | 0.04% | 150 |
|
|
2016
Q1 | – | Sell |
-1,858
| Closed | -$229K | – | 165 |
|
|
2015
Q4 | $229K | Buy |
1,858
+76
| +4% | +$9.37K | 0.06% | 142 |
|
|
2015
Q3 | $209K | Buy |
1,782
+51
| +3% | +$5.98K | 0.06% | 146 |
|
|
2015
Q2 | $232K | Buy |
+1,731
| New | +$232K | 0.06% | 144 |
|