Baron Silver Stevens Financial Advisors’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-904
| Closed | -$228K | – | 127 |
|
|
2024
Q1 | $228K | Buy |
+904
| New | +$228K | 0.04% | 112 |
|
|
2022
Q4 | – | Sell |
-815
| Closed | -$291 | – | 138 |
|
|
2022
Q3 | $291 | Buy |
+815
| New | +$291 | 0.08% | 67 |
|
|
2021
Q1 | – | Sell |
-825
| Closed | -$127K | – | 422 |
|
|
2020
Q4 | $127K | Buy |
+825
| New | +$127K | 0.04% | 84 |
|