Wealthspire Advisors (New York)’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,316
| Closed | -$316K | – | 595 |
|
|
2022
Q4 | $316K | Buy |
+2,316
| New | +$316K | 0.01% | 448 |
|
|
2021
Q4 | – | Sell |
-2,016
| Closed | -$358K | – | 624 |
|
|
2021
Q3 | $358K | Buy |
+2,016
| New | +$358K | 0.01% | 427 |
|
|
2019
Q1 | – | Sell |
-672
| Closed | -$78K | – | 716 |
|
|
2018
Q4 | $78K | Buy |
+672
| New | +$78K | 0.01% | 133 |
|