Stewart & Patten Company’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 |
-1,775
| Closed | -$208K | – | 102 |
|
|
2016
Q4 | $208K | Sell |
1,775
-500
| -22% | -$58.6K | 0.04% | 85 |
|
|
2016
Q3 | $264K | Hold |
2,275
| – | – | 0.05% | 75 |
|
|
2016
Q2 | $227K | Hold |
2,275
| – | – | 0.04% | 81 |
|
|
2016
Q1 | $242K | Hold |
2,275
| – | – | 0.05% | 77 |
|
|
2015
Q4 | $280K | Hold |
2,275
| – | – | 0.06% | 74 |
|
|
2015
Q3 | $267K | Hold |
2,275
| – | – | 0.06% | 76 |
|
|
2015
Q2 | $304K | Hold |
2,275
| – | – | 0.06% | 75 |
|
|
2015
Q1 | $318K | Sell |
2,275
-200
| -8% | -$28K | 0.07% | 74 |
|
|
2014
Q4 | $311K | Hold |
2,475
| – | – | 0.06% | 76 |
|
|
2014
Q3 | $291K | Hold |
2,475
| – | – | 0.06% | 78 |
|
|
2014
Q2 | $296K | Hold |
2,475
| – | – | 0.06% | 78 |
|
|
2014
Q1 | $279K | Hold |
2,475
| – | – | 0.06% | 82 |
|
|
2013
Q4 | $302K | Hold |
2,475
| – | – | 0.06% | 83 |
|
|
2013
Q3 | $317K | Hold |
2,475
| – | – | 0.07% | 80 |
|
|
2013
Q2 | $299K | Buy |
+2,475
| New | +$299K | 0.06% | 82 |
|