Core 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
Q3
Sell
-1,000
Closed -$205K 170
2024
Q2
$205K Hold
1,000
0.14% 141
2024
Q1
$252K Buy
+1,000
New +$252K 0.19% 106