Wealthspire Advisors (Maryland)’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-672
| Closed | -$79K | – | 1922 |
|
|
2019
Q1 | $79K | Sell |
672
-83
| -11% | -$9.76K | 0.01% | 724 |
|
|
2018
Q4 | $88K | Sell |
755
-26
| -3% | -$3.03K | 0.01% | 646 |
|
|
2018
Q3 | $97K | Buy |
781
+45
| +6% | +$5.59K | 0.01% | 700 |
|
|
2018
Q2 | $95K | Buy |
736
+20
| +3% | +$2.58K | 0.01% | 725 |
|
|
2018
Q1 | $93K | Hold |
716
| – | – | 0.01% | 743 |
|
|
2017
Q4 | $91K | Buy |
716
+27
| +4% | +$3.43K | 0.01% | 753 |
|
|
2017
Q3 | $82K | Buy |
689
+60
| +10% | +$7.14K | 0.01% | 788 |
|
|
2017
Q2 | $66K | Buy |
629
+35
| +6% | +$3.67K | 0.01% | 845 |
|
|
2017
Q1 | $65K | Buy |
594
+350
| +143% | +$38.3K | 0.01% | 733 |
|
|
2016
Q4 | $29K | Sell |
244
-59
| -19% | -$7.01K | ﹤0.01% | 919 |
|
|
2016
Q3 | $35K | Buy |
303
+5
| +2% | +$578 | 0.01% | 882 |
|
|
2016
Q2 | $30K | Buy |
298
+1
| +0.3% | +$101 | 0.01% | 869 |
|
|
2016
Q1 | $32K | Sell |
297
-1,687
| -85% | -$182K | 0.01% | 816 |
|
|
2015
Q4 | $244K | Buy |
+1,984
| New | +$244K | 0.05% | 305 |
|