TRUE Private Wealth Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-250
| Closed | -$38K | – | 653 |
|
2020
Q4 | $38K | Hold |
250
| – | – | 0.01% | 381 |
|
2020
Q3 | $33K | Hold |
250
| – | – | 0.01% | 375 |
|
2020
Q2 | $31K | Sell |
250
-24
| -9% | -$2.98K | 0.01% | 369 |
|
2020
Q1 | $32K | Hold |
274
| – | – | 0.01% | 334 |
|
2019
Q4 | $38K | Buy |
+274
| New | +$38K | 0.01% | 401 |
|
2019
Q3 | – | Sell |
-250
| Closed | -$30K | – | 664 |
|
2019
Q2 | $30K | Buy |
+250
| New | +$30K | 0.01% | 403 |
|
2018
Q4 | – | Sell |
-115
| Closed | -$14.3K | – | 846 |
|
2018
Q3 | $14.3K | Buy |
+115
| New | +$14.3K | ﹤0.01% | 675 |
|