Wealth Alliance’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 |
-834
| Closed | -$210K | – | 546 |
|
|
2024
Q1 | $210K | Buy |
+834
| New | +$210K | 0.03% | 480 |
|
|
2022
Q3 | – | Sell |
-3,817
| Closed | -$589K | – | 482 |
|
|
2022
Q2 | $589K | Buy |
3,817
+188
| +5% | +$29K | 0.11% | 190 |
|
|
2022
Q1 | $654K | Sell |
3,629
-139
| -4% | -$25.1K | 0.13% | 170 |
|
|
2021
Q4 | $698K | Buy |
3,768
+147
| +4% | +$27.2K | 0.14% | 166 |
|
|
2021
Q3 | $643K | Buy |
3,621
+106
| +3% | +$18.8K | 0.14% | 162 |
|
|
2021
Q2 | $614K | Buy |
3,515
+372
| +12% | +$65K | 0.14% | 164 |
|
|
2021
Q1 | $490K | Buy |
3,143
+515
| +20% | +$80.3K | 0.14% | 179 |
|
|
2020
Q4 | $407K | Buy |
+2,628
| New | +$407K | 0.12% | 209 |
|