LWP
Legacy Wealth Planning’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,500
| Closed | -$231K | – | 95 |
|
|
2022
Q2 | $231K | Hold |
1,500
| – | – | 0.33% | 78 |
|
|
2022
Q1 | $270K | Hold |
1,500
| – | – | 0.32% | 64 |
|
|
2021
Q4 | $278K | Hold |
1,500
| – | – | 0.32% | 66 |
|
|
2021
Q3 | $267K | Hold |
1,500
| – | – | 0.3% | 76 |
|
|
2021
Q2 | $262K | Hold |
1,500
| – | – | 0.3% | 72 |
|
|
2021
Q1 | $234K | Hold |
1,500
| – | – | 0.3% | 78 |
|
|
2020
Q4 | $232K | Buy |
+1,500
| New | +$232K | 0.3% | 71 |
|
|
2020
Q1 | – | Sell |
-1,500
| Closed | -$211K | – | 85 |
|
|
2019
Q4 | $211K | Buy |
+1,500
| New | +$211K | 0.24% | 74 |
|