Baystate Wealth Management’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $44.5K | Buy |
2,435
+896
| +58% | +$16.4K | ﹤0.01% | 404 |
|
|
2023
Q3 | $28.8K | Buy |
+1,539
| New | +$28.8K | ﹤0.01% | 421 |
|
|
2022
Q3 | – | Sell |
-514
| Closed | -$7K | – | 1016 |
|
|
2022
Q2 | $7K | Hold |
514
| – | – | ﹤0.01% | 632 |
|
|
2022
Q1 | $11K | Hold |
514
| – | – | ﹤0.01% | 572 |
|
|
2021
Q4 | $18K | Buy |
+514
| New | +$18K | ﹤0.01% | 488 |
|