WR Wealth Planners’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.95K | Sell |
10
-65
| -87% | -$12.6K | ﹤0.01% | 864 |
|
|
2024
Q3 | $13.4K | Hold |
75
| – | – | ﹤0.01% | 582 |
|
|
2024
Q2 | $15.4K | Hold |
75
| – | – | ﹤0.01% | 496 |
|
|
2024
Q1 | $18.9K | Buy |
+75
| New | +$18.9K | 0.01% | 462 |
|
|
2023
Q3 | – | Sell |
-21
| Closed | -$3.38K | – | 948 |
|
|
2023
Q2 | $3.38K | Sell |
21
-20
| -49% | -$3.22K | ﹤0.01% | 726 |
|
|
2023
Q1 | $5.81K | Buy |
+41
| New | +$5.81K | ﹤0.01% | 663 |
|