West Oak Capital’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-650
| Closed | -$80K | – | 281 |
|
|
2015
Q4 | $80K | Buy |
650
+250
| +63% | +$30.8K | 0.06% | 134 |
|
|
2015
Q3 | $46.9K | Hold |
400
| – | – | 0.04% | 154 |
|
|
2015
Q2 | $53.5K | Hold |
400
| – | – | 0.04% | 148 |
|
|
2015
Q1 | $56K | Buy |
400
+119
| +42% | +$16.6K | 0.04% | 145 |
|
|
2014
Q4 | $35.3K | Buy |
281
+251
| +837% | +$31.5K | 0.03% | 170 |
|
|
2014
Q3 | $3.53K | Buy |
+30
| New | +$3.53K | ﹤0.01% | 248 |
|