Sage Mountain Advisors’s Toyota TM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,321
Closed -$236K 515
2024
Q3
$236K Buy
1,321
+61
+5% +$10.9K 0.02% 347
2024
Q2
$258K Buy
1,260
+425
+51% +$87.1K 0.02% 289
2024
Q1
$210K Buy
+835
New +$210K 0.02% 310