Asset Dedication LLC’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.1K | Hold |
337
| – | – | ﹤0.01% | 496 |
|
|
2025
Q1 | $59.5K | Buy |
337
+119
| +55% | +$21K | ﹤0.01% | 457 |
|
|
2024
Q4 | $42.4K | Hold |
218
| – | – | ﹤0.01% | 506 |
|
|
2024
Q3 | $38.9K | Hold |
218
| – | – | ﹤0.01% | 550 |
|
|
2024
Q2 | $44.7K | Buy |
218
+118
| +118% | +$24.2K | ﹤0.01% | 512 |
|
|
2024
Q1 | $25K | Buy |
+100
| New | +$25K | ﹤0.01% | 547 |
|
|
2020
Q1 | – | Sell |
-24
| Closed | -$3K | – | 803 |
|
|
2019
Q4 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 600 |
|