Accel Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-143
| Closed | -$20.3K | – | 795 |
|
|
2023
Q1 | $20.3K | Hold |
143
| – | – | 0.01% | 704 |
|
|
2022
Q4 | $19.5K | Hold |
143
| – | – | 0.01% | 556 |
|
|
2022
Q3 | $20K | Hold |
143
| – | – | 0.01% | 556 |
|
|
2022
Q2 | $22K | Hold |
143
| – | – | 0.01% | 525 |
|
|
2022
Q1 | $26K | Hold |
143
| – | – | 0.01% | 504 |
|
|
2021
Q4 | $26K | Hold |
143
| – | – | 0.01% | 514 |
|
|
2021
Q3 | $25K | Hold |
143
| – | – | 0.02% | 457 |
|
|
2021
Q2 | $25K | Hold |
143
| – | – | 0.02% | 479 |
|
|
2021
Q1 | $22K | Hold |
143
| – | – | 0.02% | 488 |
|
|
2020
Q4 | $22K | Buy |
+143
| New | +$22K | 0.02% | 469 |
|