AWM
Accel Wealth Management’s Toro Company TTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,346
| Closed | -$203K | – | 267 |
|
|
2024
Q3 | $203K | Buy |
2,346
+13
| +0.6% | +$1.13K | 0.08% | 238 |
|
|
2024
Q2 | $218K | Sell |
2,333
-177
| -7% | -$16.6K | 0.09% | 214 |
|
|
2024
Q1 | $230K | Buy |
2,510
+416
| +20% | +$38.1K | 0.1% | 191 |
|
|
2023
Q4 | $201K | Buy |
+2,094
| New | +$201K | 0.1% | 188 |
|
|
2023
Q3 | – | Sell |
-2,095
| Closed | -$213K | – | 182 |
|
|
2023
Q2 | $213K | Buy |
2,095
+22
| +1% | +$2.24K | 0.12% | 157 |
|
|
2023
Q1 | $230K | Buy |
2,073
+6
| +0.3% | +$667 | 0.09% | 196 |
|
|
2022
Q4 | $234K | Sell |
2,067
-38
| -2% | -$4.3K | 0.11% | 146 |
|
|
2022
Q3 | $194K | Hold |
2,105
| – | – | 0.1% | 162 |
|
|
2022
Q2 | $167K | Buy |
2,105
+15
| +0.7% | +$1.19K | 0.1% | 162 |
|
|
2022
Q1 | $181K | Buy |
2,090
+7
| +0.3% | +$606 | 0.09% | 166 |
|
|
2021
Q4 | $208K | Buy |
2,083
+5
| +0.2% | +$499 | 0.1% | 159 |
|
|
2021
Q3 | $202K | Sell |
2,078
-126
| -6% | -$12.2K | 0.13% | 130 |
|
|
2021
Q2 | $242K | Buy |
2,204
+5
| +0.2% | +$549 | 0.16% | 121 |
|
|
2021
Q1 | $227K | Buy |
2,199
+6
| +0.3% | +$619 | 0.18% | 114 |
|
|
2020
Q4 | $208K | Buy |
+2,193
| New | +$208K | 0.19% | 115 |
|