TWA
TCI Wealth Advisors’s Toyota TM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-763
| Closed | -$108K | – | 2050 |
|
2023
Q1 | $108K | Hold |
763
| – | – | 0.01% | 273 |
|
2022
Q4 | $104K | Hold |
763
| – | – | 0.01% | 255 |
|
2022
Q3 | $99K | Hold |
763
| – | – | 0.02% | 252 |
|
2022
Q2 | $118K | Hold |
763
| – | – | 0.02% | 230 |
|
2022
Q1 | $138K | Hold |
763
| – | – | 0.02% | 217 |
|
2021
Q4 | $141K | Hold |
763
| – | – | 0.02% | 214 |
|
2021
Q3 | $136K | Hold |
763
| – | – | 0.02% | 226 |
|
2021
Q2 | $133K | Hold |
763
| – | – | 0.02% | 213 |
|
2021
Q1 | $119K | Hold |
763
| – | – | 0.05% | 196 |
|
2020
Q4 | $118K | Hold |
763
| – | – | 0.05% | 188 |
|
2020
Q3 | $101K | Hold |
763
| – | – | 0.04% | 195 |
|
2020
Q2 | $96K | Hold |
763
| – | – | 0.04% | 205 |
|
2020
Q1 | $92K | Hold |
763
| – | – | 0.05% | 206 |
|
2019
Q4 | $107K | Hold |
763
| – | – | 0.04% | 244 |
|
2019
Q3 | $103K | Hold |
763
| – | – | 0.05% | 206 |
|
2019
Q2 | $95K | Hold |
763
| – | – | 0.04% | 217 |
|
2019
Q1 | $90K | Hold |
763
| – | – | 0.04% | 242 |
|
2018
Q4 | $89K | Hold |
763
| – | – | 0.04% | 225 |
|
2018
Q3 | $95K | Hold |
763
| – | – | 0.04% | 238 |
|
2018
Q2 | $98K | Buy |
+763
| New | +$98K | 0.04% | 223 |
|
2016
Q4 | – | Sell |
-95
| Closed | -$11K | – | 1451 |
|
2016
Q3 | $11K | Buy |
+95
| New | +$11K | 0.01% | 561 |
|
2016
Q2 | – | Sell |
-154
| Closed | -$16K | – | 1373 |
|
2016
Q1 | $16K | Hold |
154
| – | – | 0.01% | 489 |
|
2015
Q4 | $19K | Hold |
154
| – | – | 0.01% | 453 |
|
2015
Q3 | $18K | Hold |
154
| – | – | 0.01% | 416 |
|
2015
Q2 | $21K | Buy |
+154
| New | +$21K | 0.01% | 398 |
|
2014
Q2 | – | Sell |
-107
| Closed | -$12K | – | 933 |
|
2014
Q1 | $12K | Sell |
107
-465
| -81% | -$52.2K | 0.01% | 404 |
|
2013
Q4 | $70K | Buy |
+572
| New | +$70K | 0.04% | 208 |
|