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Destination Wealth Management’s Toyota TM Stock Holding History

Destination Wealth Management’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,041
Closed -$129K – 467
2019
Q2 		$129K Hold
1,041
– – 0.01% 160
2019
Q1 		$123K Hold
1,041
– – 0.01% 170
2018
Q4 		$121K Hold
1,041
– – 0.01% 165
2018
Q3 		$129K Hold
1,041
– – 0.01% 185
2018
Q2 		$134K Sell
1,041
-351,384
-100% -$46.3M 0.01% 163
2018
Q1 		$11.6M Buy
+352,425
New +$47.2M 0.71% 44

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PPA
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AG
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Bank of America
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SCCM
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Morgan Stanley
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