ZAM
Zevin Asset Management’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,746
| Closed | -$476K | – | 129 |
|
|
2017
Q4 | $476K | Buy |
3,746
+2,016
| +117% | +$256K | 0.11% | 94 |
|
|
2017
Q3 | $206K | Buy |
+1,730
| New | +$206K | 0.05% | 123 |
|
|
2016
Q2 | – | Sell |
-64,944
| Closed | -$6.91M | – | 124 |
|
|
2016
Q1 | $6.91M | Buy |
64,944
+1,485
| +2% | +$158K | 1.96% | 17 |
|
|
2015
Q4 | $7.81M | Buy |
63,459
+2,100
| +3% | +$258K | 2.06% | 15 |
|
|
2015
Q3 | $7.2M | Buy |
61,359
+3,470
| +6% | +$407K | 2.1% | 15 |
|
|
2015
Q2 | $7.74M | Buy |
57,889
+2,165
| +4% | +$290K | 2.07% | 15 |
|
|
2015
Q1 | $7.8M | Buy |
55,724
+2,030
| +4% | +$284K | 2.15% | 13 |
|
|
2014
Q4 | $6.74M | Buy |
53,694
+1,127
| +2% | +$141K | 1.89% | 16 |
|
|
2014
Q3 | $6.18M | Buy |
52,567
+2,960
| +6% | +$348K | 1.81% | 17 |
|
|
2014
Q2 | $5.94M | Sell |
49,607
-5,505
| -10% | -$659K | 1.75% | 18 |
|
|
2014
Q1 | $6.22M | Sell |
55,112
-52,959
| -49% | -$5.98M | 1.96% | 15 |
|
|
2013
Q4 | $13.2M | Sell |
108,071
-1,138
| -1% | -$139K | 3.72% | 3 |
|
|
2013
Q3 | $14M | Buy |
109,209
+104,232
| +2,094% | +$13.3M | 4.28% | 3 |
|
|
2013
Q2 | $600K | Buy |
+4,977
| New | +$600K | 0.21% | 68 |
|