Advisory Research’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,401
| Closed | -$195K | – | 473 |
|
|
2023
Q3 | $195K | Sell |
10,401
-39,309
| -79% | -$736K | 0.03% | 419 |
|
|
2023
Q2 | $1.12M | Buy |
49,710
+13,579
| +38% | +$306K | 0.14% | 189 |
|
|
2023
Q1 | $641K | Buy |
36,131
+7,993
| +28% | +$142K | 0.11% | 221 |
|
|
2022
Q4 | $507K | Buy |
28,138
+18,135
| +181% | +$327K | 0.05% | 245 |
|
|
2022
Q3 | $167K | Buy |
+10,003
| New | +$167K | 0.02% | 318 |
|
|
2022
Q2 | – | Sell |
-15,518
| Closed | -$337K | – | 429 |
|
|
2022
Q1 | $337K | Buy |
+15,518
| New | +$337K | 0.03% | 293 |
|