Wealthstreet Investment Advisors’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 |
-2,811
| Closed | -$439K | – | 301 |
|
|
2021
Q1 | $439K | Hold |
2,811
| – | – | 0.04% | 264 |
|
|
2020
Q4 | $434K | Hold |
2,811
| – | – | 0.04% | 255 |
|
|
2020
Q3 | $372K | Hold |
2,811
| – | – | 0.04% | 254 |
|
|
2020
Q2 | $353K | Hold |
2,811
| – | – | 0.04% | 253 |
|
|
2020
Q1 | $337K | Sell |
2,811
-158
| -5% | -$18.9K | 0.05% | 229 |
|
|
2019
Q4 | $417K | Sell |
2,969
-100
| -3% | -$14K | 0.05% | 249 |
|
|
2019
Q3 | $426K | Hold |
3,069
| – | – | 0.05% | 239 |
|
|
2019
Q2 | $381K | Hold |
3,069
| – | – | 0.05% | 254 |
|
|
2019
Q1 | $362K | Sell |
3,069
-50
| -2% | -$5.9K | 0.05% | 262 |
|
|
2018
Q4 | $382K | Sell |
3,119
-2,500
| -44% | -$306K | 0.05% | 240 |
|
|
2018
Q3 | $699K | Hold |
5,619
| – | – | 0.09% | 204 |
|
|
2018
Q2 | $724K | Hold |
5,619
| – | – | 0.1% | 188 |
|
|
2018
Q1 | $733K | Sell |
5,619
-50
| -0.9% | -$6.52K | 0.09% | 187 |
|
|
2017
Q4 | $721K | Buy |
+5,669
| New | +$721K | 0.09% | 189 |
|