EverSource Wealth Advisors’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Buy |
2,463
+61
| +3% | +$2.7K | ﹤0.01% | 1150 |
|
|
2025
Q1 | $79.7K | Sell |
2,402
-1,033
| -30% | -$34.3K | ﹤0.01% | 1003 |
|
|
2024
Q4 | $125K | Buy |
3,435
+358
| +12% | +$13K | 0.01% | 837 |
|
|
2024
Q3 | $87.1K | Buy |
3,077
+49
| +2% | +$1.39K | 0.01% | 846 |
|
|
2024
Q2 | $79.2K | Buy |
3,028
+2,259
| +294% | +$59.1K | 0.01% | 893 |
|
|
2024
Q1 | $18.2K | Buy |
769
+338
| +78% | +$7.99K | ﹤0.01% | 1408 |
|
|
2023
Q4 | $7.87K | Buy |
431
+256
| +146% | +$4.68K | ﹤0.01% | 1671 |
|
|
2023
Q3 | $3.28K | Buy |
175
+147
| +525% | +$2.75K | ﹤0.01% | 1858 |
|
|
2023
Q2 | $632 | Buy |
+28
| New | +$632 | ﹤0.01% | 2305 |
|
|
2023
Q1 | – | Sell |
-254
| Closed | -$4.58K | – | 2536 |
|
|
2022
Q4 | $4.58K | Buy |
+254
| New | +$4.58K | ﹤0.01% | 1645 |
|