Baldwin Wealth Partners’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-500
| Closed | -$89.3K | – | 935 |
|
|
2024
Q3 | $89.3K | Hold |
500
| – | – | 0.01% | 426 |
|
|
2024
Q2 | $102K | Hold |
500
| – | – | 0.01% | 262 |
|
|
2024
Q1 | $126K | Hold |
500
| – | – | 0.01% | 248 |
|
|
2023
Q4 | $91.7K | Buy |
+500
| New | +$91.7K | 0.01% | 286 |
|
|
2019
Q3 | – | Sell |
-32
| Closed | -$4K | – | 542 |
|
|
2019
Q2 | $4K | Buy |
+32
| New | +$4K | ﹤0.01% | 478 |
|
|
2013
Q4 | – | Sell |
-13,454
| Closed | -$1.72M | – | 254 |
|
|
2013
Q3 | $1.72M | Buy |
13,454
+3,140
| +30% | +$402K | 0.31% | 80 |
|
|
2013
Q2 | $1.24M | Buy |
+10,314
| New | +$1.24M | 0.25% | 97 |
|