Global Retirement Partners’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$91.8K Buy
+2,073
New +$91.8K ﹤0.01% 1482
2024
Q4
$76.4K Buy
2,096
+96
+5% +$3.5K ﹤0.01% 1407
2024
Q3
$56.6K Buy
+2,000
New +$56.6K ﹤0.01% 1505
2024
Q1
Sell
-723
Closed -$12.5K 3477
2023
Q4
$12.5K Sell
723
-528
-42% -$9.13K ﹤0.01% 1970
2023
Q3
$21.8K Buy
1,251
+58
+5% +$1.01K ﹤0.01% 1615
2023
Q2
$26.9K Hold
1,193
﹤0.01% 1543
2023
Q1
$20.9K Buy
1,193
+1,178
+7,853% +$20.7K ﹤0.01% 1619
2022
Q4
$270 Buy
+15
New +$270 ﹤0.01% 2898