AE 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 |
-1,001
| Closed | -$205K | – | 1323 |
|
|
2024
Q2 | $205K | Buy |
1,001
+143
| +17% | +$29.3K | ﹤0.01% | 1157 |
|
|
2024
Q1 | $216K | Sell |
858
-2,768
| -76% | -$696K | ﹤0.01% | 1067 |
|
|
2023
Q4 | $718K | Sell |
3,626
-175
| -5% | -$34.7K | ﹤0.01% | 1280 |
|
|
2023
Q3 | $683K | Buy |
3,801
+1,166
| +44% | +$210K | ﹤0.01% | 1238 |
|
|
2023
Q2 | $424K | Buy |
2,635
+814
| +45% | +$131K | ﹤0.01% | 1465 |
|
|
2023
Q1 | $258K | Sell |
1,821
-38
| -2% | -$5.39K | ﹤0.01% | 1620 |
|
|
2022
Q4 | $254K | Sell |
1,859
-680
| -27% | -$92.9K | ﹤0.01% | 1569 |
|
|
2022
Q3 | $331K | Sell |
2,539
-1
| -0% | -$130 | ﹤0.01% | 1429 |
|
|
2022
Q2 | $392K | Buy |
2,540
+325
| +15% | +$50.2K | ﹤0.01% | 1313 |
|
|
2022
Q1 | $399K | Sell |
2,215
-2,511
| -53% | -$452K | ﹤0.01% | 1300 |
|
|
2021
Q4 | $876K | Buy |
4,726
+130
| +3% | +$24.1K | 0.01% | 980 |
|
|
2021
Q3 | $817K | Buy |
4,596
+1,959
| +74% | +$348K | 0.01% | 937 |
|
|
2021
Q2 | $461K | Buy |
2,637
+1,122
| +74% | +$196K | ﹤0.01% | 1165 |
|
|
2021
Q1 | $236K | Buy |
+1,515
| New | +$236K | ﹤0.01% | 1341 |
|