Holistic Financial Partners’s Toyota TM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-585	Closed	-$76K	–	335
2018 Q1	$76K	Buy	585 +33	+6%	+$4.29K	0.06%	140
2017 Q4	$70K	Buy	+552	New	+$70K	0.06%	152