WFG Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $429K | Buy |
4,089
+385
| +10% | +$40.4K | 0.1% | 218 |
|
|
2017
Q1 | $402K | Sell |
3,704
-54
| -1% | -$5.86K | 0.11% | 204 |
|
|
2016
Q4 | $440K | Sell |
3,758
-108
| -3% | -$12.6K | 0.11% | 218 |
|
|
2016
Q3 | $449K | Sell |
3,866
-409
| -10% | -$47.5K | 0.11% | 194 |
|
|
2016
Q2 | $427K | Buy |
4,275
+400
| +10% | +$40K | 0.11% | 189 |
|
|
2016
Q1 | $412K | Buy |
3,875
+115
| +3% | +$12.2K | 0.12% | 189 |
|
|
2015
Q4 | $463K | Sell |
3,760
-45
| -1% | -$5.54K | 0.14% | 174 |
|
|
2015
Q3 | $446K | Sell |
3,805
-550
| -13% | -$64.5K | 0.14% | 166 |
|
|
2015
Q2 | $583K | Sell |
4,355
-452
| -9% | -$60.5K | 0.16% | 139 |
|
|
2015
Q1 | $673K | Sell |
4,807
-101
| -2% | -$14.1K | 0.19% | 126 |
|
|
2014
Q4 | $616K | Sell |
4,908
-53
| -1% | -$6.65K | 0.12% | 182 |
|
|
2014
Q3 | $583K | Sell |
4,961
-142
| -3% | -$16.7K | 0.11% | 220 |
|
|
2014
Q2 | $611K | Buy |
5,103
+3,952
| +343% | +$473K | 0.11% | 210 |
|
|
2014
Q1 | $130K | Sell |
1,151
-65
| -5% | -$7.34K | 0.03% | 552 |
|
|
2013
Q4 | $148K | Buy |
1,216
+214
| +21% | +$26K | 0.02% | 607 |
|
|
2013
Q3 | $128K | Hold |
1,002
| – | – | 0.02% | 623 |
|
|
2013
Q2 | $121K | Buy |
+1,002
| New | +$121K | 0.02% | 598 |
|