Westwood Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,500
| Closed | -$213K | – | 44 |
|
|
2023
Q1 | $213K | Hold |
1,500
| – | – | 0.19% | 39 |
|
|
2022
Q4 | $205K | Buy |
+1,500
| New | +$205K | 0.25% | 38 |
|
|
2022
Q3 | – | Sell |
-1,500
| Closed | -$231K | – | 40 |
|
|
2022
Q2 | $231K | Hold |
1,500
| – | – | 0.27% | 38 |
|
|
2022
Q1 | $270 | Buy |
+1,500
| New | +$270 | 0.1% | 41 |
|