Buckingham Strategic Wealth’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $819K | Sell |
3,997
-262
| -6% | -$53.7K | 0.01% | 367 |
|
|
2024
Q1 | $1.07M | Sell |
4,259
-7,074
| -62% | -$1.78M | 0.01% | 321 |
|
|
2023
Q4 | $2.08M | Sell |
11,333
-3,792
| -25% | -$695K | 0.02% | 228 |
|
|
2023
Q3 | $2.72M | Buy |
15,125
+130
| +0.9% | +$23.4K | 0.04% | 184 |
|
|
2023
Q2 | $2.41M | Buy |
+14,995
| New | +$2.41M | 0.03% | 198 |
|
|
2022
Q4 | – | Sell |
-2,140
| Closed | -$279K | – | 656 |
|
|
2022
Q3 | $279K | Buy |
+2,140
| New | +$279K | 0.01% | 483 |
|