Avior Wealth Management’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Buy |
+10,526
| New | +$466K | 0.02% | 449 |
|
|
2025
Q1 | – | Sell |
-216
| Closed | -$7.87K | – | 2201 |
|
|
2024
Q4 | $7.87K | Buy |
216
+111
| +106% | +$4.05K | ﹤0.01% | 1700 |
|
|
2024
Q3 | $2.97K | Hold |
105
| – | – | ﹤0.01% | 1902 |
|
|
2024
Q2 | $2.71K | Sell |
105
-169
| -62% | -$4.35K | ﹤0.01% | 1884 |
|
|
2024
Q1 | $6.83K | Sell |
274
-35
| -11% | -$872 | ﹤0.01% | 1987 |
|
|
2023
Q4 | $5.64K | Hold |
309
| – | – | ﹤0.01% | 1114 |
|
|
2023
Q3 | $5.79K | Buy |
309
+75
| +32% | +$1.41K | ﹤0.01% | 1149 |
|
|
2023
Q2 | $5.28K | Hold |
234
| – | – | ﹤0.01% | 1152 |
|
|
2023
Q1 | $4.15K | Buy |
234
+199
| +569% | +$3.53K | ﹤0.01% | 1252 |
|
|
2022
Q4 | $631 | Hold |
35
| – | – | ﹤0.01% | 1160 |
|
|
2022
Q3 | $0 | Hold |
35
| – | – | ﹤0.01% | 1296 |
|
|
2022
Q2 | $0 | Hold |
35
| – | – | ﹤0.01% | 1231 |
|
|
2022
Q1 | $0 | Hold |
35
| – | – | ﹤0.01% | 1249 |
|
|
2021
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 1058 |
|