WealthPLAN Partners’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-150
| Closed | -$15.9K | – | 399 |
|
|
2017
Q1 | $15.9K | Buy |
+150
| New | +$15.9K | 0.06% | 209 |
|
|
2016
Q3 | $152K | Sell |
1,320
-1,913
| -59% | -$221K | 0.05% | 177 |
|
|
2016
Q2 | $150K | Buy |
+3,233
| New | +$150K | 0.02% | 473 |
|
|
2015
Q4 | $203K | Buy |
+5,560
| New | +$203K | 0.03% | 267 |
|
|
2015
Q2 | $240K | Sell |
1,794
-72
| -4% | -$9.63K | 0.11% | 86 |
|
|
2015
Q1 | $261K | Buy |
+1,866
| New | +$261K | 0.12% | 97 |
|