Kingswood Wealth Advisors’s Toyota TM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,273
Closed -$248K 818
2024
Q4
$248K Buy
+1,273
New +$248K 0.02% 671
2024
Q3
Sell
-1,270
Closed -$260K 748
2024
Q2
$260K Buy
+1,270
New +$260K 0.02% 566