Total Clarity Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $517K | Buy |
+2,999
| New | +$517K | 0.15% | 151 |
|
2023
Q4 | – | Sell |
-1,404
| Closed | -$252K | – | 253 |
|
2023
Q3 | $252K | Sell |
1,404
-91
| -6% | -$16.4K | 0.12% | 181 |
|
2023
Q2 | $240K | Buy |
+1,495
| New | +$240K | 0.12% | 185 |
|
2022
Q3 | – | Sell |
-510
| Closed | -$79K | – | 909 |
|
2022
Q2 | $79K | Buy |
+510
| New | +$79K | 0.04% | 345 |
|
2022
Q1 | – | Sell |
-300
| Closed | -$56K | – | 848 |
|
2021
Q4 | $56K | Hold |
300
| – | – | 0.03% | 382 |
|
2021
Q3 | $53K | Buy |
+300
| New | +$53K | 0.03% | 396 |
|
2021
Q2 | – | Sell |
-300
| Closed | -$47K | – | 689 |
|
2021
Q1 | $47K | Buy |
+300
| New | +$47K | 0.03% | 349 |
|
2020
Q1 | – | Sell |
-400
| Closed | -$56K | – | 566 |
|
2019
Q4 | $56K | Buy |
+400
| New | +$56K | 0.04% | 251 |
|