Curated 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
Q1 | – | Sell |
-1,573
| Closed | -$288K | – | 126 |
|
|
2023
Q4 | $288K | Hold |
1,573
| – | – | 0.05% | 120 |
|
|
2023
Q3 | $283K | Buy |
+1,573
| New | +$283K | 0.05% | 108 |
|
|
2023
Q1 | – | Sell |
-2,011
| Closed | -$275K | – | 140 |
|
|
2022
Q4 | $275K | Sell |
2,011
-386
| -16% | -$52.7K | 0.07% | 102 |
|
|
2022
Q3 | $312K | Sell |
2,397
-430
| -15% | -$56K | 0.09% | 90 |
|
|
2022
Q2 | $436K | Buy |
2,827
+85
| +3% | +$13.1K | 0.13% | 74 |
|
|
2022
Q1 | $509K | Hold |
2,742
| – | – | 0.17% | 75 |
|
|
2021
Q4 | $509K | Sell |
2,742
-213
| -7% | -$39.5K | 0.16% | 78 |
|
|
2021
Q3 | $525K | Sell |
2,955
-286
| -9% | -$50.8K | 0.29% | 71 |
|
|
2021
Q2 | $567K | Buy |
3,241
+21
| +0.7% | +$3.67K | 0.31% | 63 |
|
|
2021
Q1 | $503K | Sell |
3,220
-72
| -2% | -$11.2K | 0.31% | 64 |
|
|
2020
Q4 | $509K | Buy |
+3,292
| New | +$509K | 0.33% | 59 |
|