SteelPeak Wealth’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-289
| Closed | -$46.5K | – | 446 |
|
2023
Q2 | $46.5K | Buy |
+289
| New | +$46.5K | ﹤0.01% | 392 |
|
2022
Q3 | – | Sell |
-4,455
| Closed | -$687K | – | 425 |
|
2022
Q2 | $687K | Buy |
4,455
+775
| +21% | +$120K | 0.05% | 210 |
|
2022
Q1 | $663K | Buy |
+3,680
| New | +$663K | 0.04% | 230 |
|