1858 Wealth Management’s Toyota TM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,111	Closed	-$1.05M	–	135
2024 Q2	$1.05M	Buy	5,111 +1,719	+51%	+$352K	0.87%	34
2024 Q1	$622K	Hold	3,392	–	–	0.59%	54
2023 Q4	$622K	Buy	+3,392	New	+$622K	0.59%	54