Capital Wealth Planning’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 |
-5,538
| Closed | -$989K | – | 156 |
|
|
2024
Q3 | $989K | Sell |
5,538
-10,978
| -66% | -$1.96M | 0.01% | 93 |
|
|
2024
Q2 | $3.39M | Buy |
16,516
+4,845
| +42% | +$993K | 0.04% | 48 |
|
|
2024
Q1 | $2.94M | Buy |
11,671
+2,380
| +26% | +$599K | 0.03% | 49 |
|
|
2023
Q4 | $1.7M | Buy |
9,291
+5,780
| +165% | +$1.06M | 0.02% | 65 |
|
|
2023
Q3 | $631K | Buy |
3,511
+695
| +25% | +$125K | 0.01% | 92 |
|
|
2023
Q2 | $453K | Sell |
2,816
-88
| -3% | -$14.1K | 0.01% | 104 |
|
|
2023
Q1 | $411K | Buy |
+2,904
| New | +$411K | 0.01% | 110 |
|