SW
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Simplicity Wealth’s Toyota TM Stock Holding History

Simplicity Wealth’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,096
Closed -$430K – 1134
2024
Q2 		$430K Buy
2,096
+16
+0.8% +$3.28K 0.01% 815
2024
Q1 		$523K Buy
+2,080
New +$523K 0.01% 718