BWP
Baldwin Wealth Partners’s Toast TOST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-200
| Closed | -$5.66K | – | 940 |
|
2024
Q3 | $5.66K | Hold |
200
| – | – | ﹤0.01% | 865 |
|
2024
Q2 | $5.15K | Hold |
200
| – | – | ﹤0.01% | 590 |
|
2024
Q1 | $4.98K | Hold |
200
| – | – | ﹤0.01% | 594 |
|
2023
Q4 | $3.65K | Hold |
200
| – | – | ﹤0.01% | 640 |
|
2023
Q3 | $3.75K | Hold |
200
| – | – | ﹤0.01% | 649 |
|
2023
Q2 | $4.51K | Hold |
200
| – | – | ﹤0.01% | 655 |
|
2023
Q1 | $3.55K | Hold |
200
| – | – | ﹤0.01% | 701 |
|
2022
Q4 | $3.61K | Hold |
200
| – | – | ﹤0.01% | 686 |
|
2022
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 608 |
|
2022
Q2 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 639 |
|
2022
Q1 | – | Sell |
-200
| Closed | -$7K | – | 699 |
|
2021
Q4 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 534 |
|