EWA
Etesian Wealth Advisors’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
2,037
-1,359
| -40% | -$234K | 0.13% | 106 |
|
|
2025
Q1 | $599K | Sell |
3,396
-577
| -15% | -$102K | 0.26% | 80 |
|
|
2024
Q4 | $773K | Sell |
3,973
-1,522
| -28% | -$296K | 0.34% | 74 |
|
|
2024
Q3 | $981K | Sell |
5,495
-426
| -7% | -$76.1K | 0.44% | 68 |
|
|
2024
Q2 | $1.21M | Sell |
5,921
-20
| -0.3% | -$4.1K | 0.68% | 47 |
|
|
2024
Q1 | $1.5M | Sell |
5,941
-21
| -0.4% | -$5.29K | 0.86% | 36 |
|
|
2023
Q4 | $1.08M | Buy |
5,962
+110
| +2% | +$19.9K | 0.65% | 53 |
|
|
2023
Q3 | $1.05M | Sell |
5,852
-168
| -3% | -$30.2K | 0.71% | 48 |
|
|
2023
Q2 | $968K | Buy |
6,020
+70
| +1% | +$11.3K | 0.63% | 54 |
|
|
2023
Q1 | $843K | Buy |
5,950
+219
| +4% | +$31K | 0.56% | 60 |
|
|
2022
Q4 | $783K | Buy |
+5,731
| New | +$783K | 0.57% | 63 |
|