Capital Analysts LLC’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-600
| Closed | -$15K | – | 1364 |
|
|
2024
Q2 | $15K | Hold |
600
| – | – | ﹤0.01% | 903 |
|
|
2024
Q1 | $15K | Hold |
600
| – | – | ﹤0.01% | 873 |
|
|
2023
Q4 | $11K | Hold |
600
| – | – | ﹤0.01% | 892 |
|
|
2023
Q3 | $11K | Sell |
600
-50
| -8% | -$917 | ﹤0.01% | 874 |
|
|
2023
Q2 | $15K | Hold |
650
| – | – | ﹤0.01% | 774 |
|
|
2023
Q1 | $12K | Buy |
650
+150
| +30% | +$2.77K | ﹤0.01% | 791 |
|
|
2022
Q4 | $9K | Hold |
500
| – | – | ﹤0.01% | 873 |
|
|
2022
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 842 |
|
|
2022
Q2 | $6K | Buy |
+500
| New | +$6K | ﹤0.01% | 855 |
|