Veritable’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-1,837
| Closed | -$257K | – | 862 |
|
2015
Q1 | $257K | Buy |
1,837
+48
| +3% | +$6.72K | 0.01% | 788 |
|
2014
Q4 | $224K | Sell |
1,789
-807
| -31% | -$101K | ﹤0.01% | 848 |
|
2014
Q3 | $305K | Buy |
2,596
+80
| +3% | +$9.4K | 0.01% | 761 |
|
2014
Q2 | $301K | Buy |
2,516
+707
| +39% | +$84.6K | 0.01% | 757 |
|
2014
Q1 | $204K | Buy |
1,809
+23
| +1% | +$2.59K | ﹤0.01% | 851 |
|
2013
Q4 | $218K | Buy |
1,786
+17
| +1% | +$2.08K | ﹤0.01% | 812 |
|
2013
Q3 | $226K | Sell |
1,769
-349
| -16% | -$44.6K | 0.01% | 817 |
|
2013
Q2 | $256K | Buy |
+2,118
| New | +$256K | 0.01% | 774 |
|