BWA
BDO Wealth Advisors’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.23M | Sell |
54,700
-9,700
| -15% | -$219K | 0.14% | 118 |
|
|
2023
Q1 | $1.14M | Sell |
64,400
-20,000
| -24% | -$355K | 0.14% | 120 |
|
|
2022
Q4 | $1.52M | Hold |
84,400
| – | – | 0.19% | 104 |
|
|
2022
Q3 | $1.41M | Buy |
+84,400
| New | +$1.41M | 0.19% | 105 |
|