KJWM
Kiley Juergens Wealth Management’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
+11,203
| New | +$1.93M | 0.45% | 41 |
|
|
2018
Q4 | – | Sell |
-1,449
| Closed | -$180K | – | 584 |
|
|
2018
Q3 | $180K | Buy |
1,449
+478
| +49% | +$59.4K | 0.13% | 108 |
|
|
2018
Q2 | $125K | Buy |
+971
| New | +$125K | 0.11% | 115 |
|
|
2018
Q1 | – | Sell |
-762
| Closed | -$96K | – | 546 |
|
|
2017
Q4 | $96K | Buy |
+762
| New | +$96K | 0.09% | 134 |
|