Sheets Smith Wealth Management’s Toyota TM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-4,886
Closed -$596K 278
2013
Q4
$596K Buy
4,886
+9
+0.2% +$1.1K 0.16% 163
2013
Q3
$624K Buy
4,877
+188
+4% +$24.1K 0.2% 142
2013
Q2
$566K Buy
+4,689
New +$566K 0.19% 154