WESPAC Advisors SoCal’s Toro Company TTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,275
| Closed | -$276K | – | 83 |
|
|
2020
Q2 | $276K | Sell |
4,275
-6,030
| -59% | -$389K | 0.13% | 65 |
|
|
2020
Q1 | $672K | Sell |
10,305
-986
| -9% | -$64.3K | 0.37% | 41 |
|
|
2019
Q4 | $900K | Sell |
11,291
-709
| -6% | -$56.5K | 0.43% | 43 |
|
|
2019
Q3 | $880K | Buy |
12,000
+2,250
| +23% | +$165K | 0.43% | 43 |
|
|
2019
Q2 | $652K | Sell |
9,750
-250
| -3% | -$16.7K | 0.35% | 50 |
|
|
2019
Q1 | $688K | Sell |
10,000
-875
| -8% | -$60.2K | 0.38% | 45 |
|
|
2018
Q4 | $607K | Sell |
10,875
-375
| -3% | -$20.9K | 0.38% | 41 |
|
|
2018
Q3 | $674K | Buy |
11,250
+475
| +4% | +$28.5K | 0.34% | 51 |
|
|
2018
Q2 | $649K | Sell |
10,775
-550
| -5% | -$33.1K | 0.37% | 46 |
|
|
2018
Q1 | $707K | Buy |
11,325
+425
| +4% | +$26.5K | 0.41% | 43 |
|
|
2017
Q4 | $711K | Buy |
10,900
+2,475
| +29% | +$161K | 0.41% | 42 |
|
|
2017
Q3 | $522K | Sell |
8,425
-500
| -6% | -$31K | 0.31% | 55 |
|
|
2017
Q2 | $618K | Sell |
8,925
-75
| -0.8% | -$5.19K | 0.4% | 38 |
|
|
2017
Q1 | $562K | Sell |
9,000
-600
| -6% | -$37.5K | 0.35% | 47 |
|
|
2016
Q4 | $537K | Sell |
9,600
-825
| -8% | -$46.2K | 0.35% | 47 |
|
|
2016
Q3 | $488K | Sell |
10,425
-675
| -6% | -$31.6K | 0.33% | 51 |
|
|
2016
Q2 | $490K | Sell |
11,100
-600
| -5% | -$26.5K | 0.32% | 49 |
|
|
2016
Q1 | $504K | Sell |
11,700
-150
| -1% | -$6.46K | 0.37% | 46 |
|
|
2015
Q4 | $432K | Buy |
+11,850
| New | +$432K | 0.29% | 53 |
|