Strategic Planning Group’s Toyota TM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,217
Closed -$810K 110
2024
Q1
$810K Buy
3,217
+517
+19% +$130K 0.2% 95
2023
Q4
$495K Buy
+2,700
New +$495K 0.16% 106