Cassady Schiller Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $15.8K | Hold |
81
| – | – | 0.01% | 301 |
|
|
2024
Q3 | $14.5K | Hold |
81
| – | – | 0.01% | 300 |
|
|
2024
Q2 | $16.6K | Hold |
81
| – | – | 0.01% | 285 |
|
|
2024
Q1 | $20.4K | Hold |
81
| – | – | 0.01% | 286 |
|
|
2023
Q4 | $14.9K | Hold |
81
| – | – | 0.01% | 304 |
|
|
2023
Q3 | $14.6K | Hold |
81
| – | – | 0.01% | 299 |
|
|
2023
Q2 | $13K | Hold |
81
| – | – | 0.01% | 317 |
|
|
2023
Q1 | $11.5K | Hold |
81
| – | – | 0.01% | 313 |
|
|
2022
Q4 | $11.1K | Buy |
+81
| New | +$11.1K | 0.01% | 310 |
|
|
2022
Q1 | – | Sell |
-81
| Closed | -$15K | – | 550 |
|
|
2021
Q4 | $15K | Buy |
+81
| New | +$15K | 0.01% | 293 |
|