WBI Investments’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-62,319
| Closed | -$7.33M | – | 225 |
|
|
2014
Q3 | $7.33M | Buy |
62,319
+4,812
| +8% | +$566K | 0.22% | 78 |
|
|
2014
Q2 | $6.88M | Buy |
+57,507
| New | +$6.88M | 0.29% | 78 |
|
|
2014
Q1 | – | Sell |
-52,768
| Closed | -$6.43M | – | 137 |
|
|
2013
Q4 | $6.43M | Buy |
52,768
+9,643
| +22% | +$1.18M | 0.28% | 81 |
|
|
2013
Q3 | $5.52M | Buy |
+43,125
| New | +$5.52M | 0.26% | 91 |
|