LWP
Lumature Wealth Partners’s Toyota TM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $32.5K | Hold |
202
| – | – | 0.02% | 245 |
|
|
2023
Q1 | $28.6K | Hold |
202
| – | – | 0.02% | 251 |
|
|
2022
Q4 | $27.6K | Hold |
202
| – | – | 0.02% | 251 |
|
|
2022
Q3 | $26K | Hold |
202
| – | – | 0.01% | 265 |
|
|
2022
Q2 | $31K | Sell |
202
-29
| -13% | -$4.45K | 0.01% | 260 |
|
|
2022
Q1 | $42K | Sell |
231
-5
| -2% | -$909 | 0.02% | 267 |
|
|
2021
Q4 | $44K | Hold |
236
| – | – | 0.02% | 234 |
|
|
2021
Q3 | $42K | Hold |
236
| – | – | 0.02% | 240 |
|
|
2021
Q2 | $41K | Sell |
236
-28
| -11% | -$4.86K | 0.02% | 243 |
|
|
2021
Q1 | $41K | Buy |
+264
| New | +$41K | 0.02% | 238 |
|