WIS
Wright Investors Service’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,415
| Closed | -$561K | – | 211 |
|
|
2017
Q4 | $561K | Sell |
4,415
-4,460
| -50% | -$567K | 0.19% | 128 |
|
|
2017
Q3 | $1.06M | Buy |
8,875
+1,020
| +13% | +$122K | 0.39% | 70 |
|
|
2017
Q2 | $825K | Sell |
7,855
-1,110
| -12% | -$117K | 0.31% | 85 |
|
|
2017
Q1 | $974K | Sell |
8,965
-3,400
| -27% | -$369K | 0.39% | 73 |
|
|
2016
Q4 | $1.45M | Sell |
12,365
-14,775
| -54% | -$1.73M | 0.63% | 46 |
|
|
2016
Q3 | $3.15M | Sell |
27,140
-315
| -1% | -$36.6K | 1.31% | 9 |
|
|
2016
Q2 | $2.75M | Sell |
27,455
-4,479
| -14% | -$448K | 1.13% | 22 |
|
|
2016
Q1 | $3.4M | Sell |
31,934
-4,985
| -14% | -$530K | 1.34% | 14 |
|
|
2015
Q4 | $4.54M | Sell |
36,919
-1,215
| -3% | -$150K | 1.68% | 5 |
|
|
2015
Q3 | $4.47M | Buy |
38,134
+585
| +2% | +$68.6K | 2.02% | 3 |
|
|
2015
Q2 | $5.02M | Buy |
37,549
+390
| +1% | +$52.2K | 2.4% | 3 |
|
|
2015
Q1 | $5.2M | Sell |
37,159
-1,356
| -4% | -$190K | 2.5% | 1 |
|
|
2014
Q4 | $4.83M | Buy |
38,515
+1,865
| +5% | +$234K | 2.37% | 2 |
|
|
2014
Q3 | $4.31M | Sell |
36,650
-2,025
| -5% | -$238K | 2.13% | 4 |
|
|
2014
Q2 | $4.63M | Sell |
38,675
-850
| -2% | -$102K | 2.09% | 6 |
|
|
2014
Q1 | $4.46M | Sell |
39,525
-2,375
| -6% | -$268K | 2% | 5 |
|
|
2013
Q4 | $5.11M | Sell |
41,900
-375
| -0.9% | -$45.7K | 2.25% | 3 |
|
|
2013
Q3 | $5.41M | Buy |
42,275
+3,385
| +9% | +$433K | 2.45% | 1 |
|
|
2013
Q2 | $4.69M | Buy |
+38,890
| New | +$4.69M | 2.22% | 3 |
|