Winslow Evans & Crocker’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $63K | Sell |
406
-16
| -4% | -$2.24K | 0.01% | 546 |
|
|
2020
Q3 | $56K | Buy |
422
+31
| +8% | +$4.03K | 0.01% | 444 |
|
|
2020
Q2 | $49K | Sell |
391
-63
| -14% | -$7.81K | 0.01% | 467 |
|
|
2020
Q1 | $56K | Hold |
454
| – | – | 0.02% | 413 |
|
|
2019
Q4 | $64K | Sell |
454
-100
| -18% | -$14K | 0.02% | 463 |
|
|
2019
Q3 | $76K | Buy |
554
+28
| +5% | +$3.67K | 0.02% | 443 |
|
|
2019
Q2 | $66K | Buy |
526
+96
| +22% | +$11.7K | 0.02% | 465 |
|
|
2019
Q1 | $52K | Hold |
430
| – | – | 0.01% | 484 |
|
|
2018
Q4 | $50K | Sell |
430
-120
| -22% | -$14.2K | 0.02% | 456 |
|
|
2018
Q3 | $70K | Sell |
550
-76
| -12% | -$9.61K | 0.02% | 434 |
|
|
2018
Q2 | $82K | Hold |
626
| – | – | 0.03% | 407 |
|
|
2018
Q1 | $81.4K | Hold |
626
| – | – | 0.03% | 389 |
|
|
2017
Q4 | $79.4K | Sell |
626
-316
| -34% | -$39.4K | 0.03% | 404 |
|
|
2017
Q3 | $112K | Sell |
942
-275
| -23% | -$31.2K | 0.04% | 341 |
|
|
2017
Q2 | $128K | Sell |
1,217
-27
| -2% | -$2.88K | 0.04% | 385 |
|
|
2017
Q1 | $135K | Sell |
1,244
-142
| -10% | -$16.3K | 0.04% | 359 |
|
|
2016
Q4 | $162K | Sell |
1,386
-42
| -3% | -$4.89K | 0.05% | 318 |
|
|
2016
Q3 | $166K | Buy |
1,428
+314
| +28% | +$35.9K | 0.05% | 322 |
|
|
2016
Q2 | $111K | Buy |
1,114
+544
| +95% | +$55.9K | 0.03% | 362 |
|
|
2016
Q1 | $60.6K | Sell |
570
-2
| -0.3% | -$221 | 0.02% | 461 |
|
|
2015
Q4 | $70.1K | Buy |
572
+300
| +110% | +$37.1K | 0.02% | 467 |
|
|
2015
Q3 | $31.7K | Hold |
272
| – | – | 0.01% | 597 |
|
|
2015
Q2 | $36.1K | Sell |
272
-20
| -7% | -$2.76K | 0.01% | 618 |
|
|
2015
Q1 | $40.6K | Hold |
292
| – | – | 0.01% | 582 |
|
|
2014
Q4 | $36.4K | Hold |
292
| – | – | 0.01% | 603 |
|
|
2014
Q3 | $34.1K | Buy |
292
+2
| +0.7% | +$236 | 0.01% | 638 |
|
|
2014
Q2 | $34.7K | Sell |
290
-100
| -26% | -$11.1K | 0.01% | 564 |
|
|
2014
Q1 | $44K | Buy |
390
+53
| +16% | +$6.12K | 0.02% | 511 |
|
|
2013
Q4 | $41K | Buy |
+337
| New | +$42.4K | 0.01% | 542 |
|
Other funds holding TM
PPA
AG
SCCM
