Wealthcare Advisory Partners’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-191
| Closed | -$30K | – | 1743 |
|
|
2021
Q1 | $30K | Buy |
+191
| New | +$30K | ﹤0.01% | 1063 |
|
|
2020
Q2 | – | Sell |
-443
| Closed | -$53K | – | 1249 |
|
|
2020
Q1 | $53K | Sell |
443
-422
| -49% | -$50.5K | 0.01% | 504 |
|
|
2019
Q4 | $121K | Buy |
865
+101
| +13% | +$14.1K | 0.02% | 369 |
|
|
2019
Q3 | $103K | Sell |
764
-480
| -39% | -$64.7K | 0.01% | 379 |
|
|
2019
Q2 | $154K | Buy |
1,244
+251
| +25% | +$31.1K | 0.02% | 307 |
|
|
2019
Q1 | $117K | Buy |
993
+100
| +11% | +$11.8K | 0.02% | 314 |
|
|
2018
Q4 | $104K | Buy |
893
+150
| +20% | +$17.5K | 0.02% | 304 |
|
|
2018
Q3 | $92K | Sell |
743
-30
| -4% | -$3.72K | 0.02% | 350 |
|
|
2018
Q2 | $100K | Buy |
773
+1
| +0.1% | +$129 | 0.02% | 327 |
|
|
2018
Q1 | $101K | Buy |
772
+212
| +38% | +$27.7K | 0.02% | 274 |
|
|
2017
Q4 | $71K | Hold |
560
| – | – | 0.02% | 319 |
|
|
2017
Q3 | $67K | Buy |
+560
| New | +$67K | 0.02% | 273 |
|