TAM
Trillium Asset Management’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,491
| Closed | -$210K | – | 256 |
|
|
2019
Q4 | $210K | Hold |
1,491
| – | – | 0.01% | 254 |
|
|
2019
Q3 | $201K | Buy |
+1,491
| New | +$201K | 0.01% | 264 |
|
|
2015
Q1 | – | Sell |
-3,826
| Closed | -$480K | – | 214 |
|
|
2014
Q4 | $480K | Sell |
3,826
-67,839
| -95% | -$8.51M | 0.03% | 180 |
|
|
2014
Q3 | $8.42M | Sell |
71,665
-363
| -0.5% | -$42.7K | 0.73% | 56 |
|
|
2014
Q2 | $8.62M | Sell |
72,028
-5,209
| -7% | -$623K | 0.74% | 50 |
|
|
2014
Q1 | $8.72M | Buy |
77,237
+1,422
| +2% | +$161K | 0.82% | 50 |
|
|
2013
Q4 | $9.24M | Buy |
75,815
+6,640
| +10% | +$810K | 0.91% | 40 |
|
|
2013
Q3 | $8.86M | Buy |
69,175
+878
| +1% | +$112K | 0.99% | 37 |
|
|
2013
Q2 | $8.24M | Buy |
+68,297
| New | +$8.24M | 1.02% | 37 |
|