Lee Financial’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-300
| Closed | -$55K | – | 752 |
|
|
2023
Q4 | $55K | Hold |
300
| – | – | 0.01% | 226 |
|
|
2023
Q3 | $53.9K | Hold |
300
| – | – | 0.01% | 207 |
|
|
2023
Q2 | $48.2K | Hold |
300
| – | – | 0.01% | 226 |
|
|
2023
Q1 | $42.5K | Hold |
300
| – | – | 0.01% | 243 |
|
|
2022
Q4 | $41K | Hold |
300
| – | – | 0.01% | 270 |
|
|
2022
Q3 | $39K | Hold |
300
| – | – | 0.01% | 272 |
|
|
2022
Q2 | $46K | Hold |
300
| – | – | 0.01% | 254 |
|
|
2022
Q1 | $54K | Hold |
300
| – | – | 0.01% | 237 |
|
|
2021
Q4 | $56K | Hold |
300
| – | – | 0.01% | 242 |
|
|
2021
Q3 | $53K | Hold |
300
| – | – | 0.01% | 222 |
|
|
2021
Q2 | $52K | Hold |
300
| – | – | 0.01% | 225 |
|
|
2021
Q1 | $47K | Hold |
300
| – | – | 0.01% | 237 |
|
|
2020
Q4 | $46K | Hold |
300
| – | – | 0.01% | 219 |
|
|
2020
Q3 | $40K | Buy |
+300
| New | +$40K | 0.01% | 258 |
|
|
2018
Q2 | – | Sell |
-15
| Closed | -$2K | – | 834 |
|
|
2018
Q1 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 707 |
|