Guardian Financial 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 | – | 47 |
|
|
2024
Q2 | $205K | Hold |
1,000
| – | – | 0.14% | 45 |
|
|
2024
Q1 | $252K | Buy |
+1,000
| New | +$252K | 0.17% | 42 |
|
|
2023
Q2 | – | Sell |
-1,585
| Closed | -$225K | – | 37 |
|
|
2023
Q1 | $225K | Buy |
1,585
+75
| +5% | +$10.6K | 0.23% | 40 |
|
|
2022
Q4 | $206K | Buy |
+1,510
| New | +$206K | 0.22% | 39 |
|
|
2022
Q3 | – | Sell |
-1,410
| Closed | -$217K | – | 36 |
|
|
2022
Q2 | $217K | Buy |
1,410
+60
| +4% | +$9.23K | 0.24% | 32 |
|
|
2022
Q1 | $229K | Buy |
+1,350
| New | +$229K | 0.24% | 33 |
|