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Concurrent Investment Advisors’s Toast TOST Stock Holding History

Concurrent Investment Advisors’s Portfolio TOST Stock Details TOST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$384K Sell
8,673
-14,135
-62% -$626K 0.01% 949
2025
Q1 		$757K Buy
+22,808
New +$757K 0.02% 615