IWA
Icon Wealth Advisors’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Buy |
3,913
+441
| +13% | +$19.5K | 0.01% | 396 |
|
|
2025
Q1 | $115K | Sell |
3,472
-3,565
| -51% | -$118K | 0.01% | 454 |
|
|
2024
Q4 | $256K | Sell |
7,037
-505
| -7% | -$18.4K | 0.02% | 328 |
|
|
2024
Q3 | $214K | Sell |
7,542
-3,527
| -32% | -$99.8K | 0.02% | 346 |
|
|
2024
Q2 | $290K | Sell |
11,069
-2,475
| -18% | -$64.7K | 0.03% | 288 |
|
|
2024
Q1 | $338K | Sell |
13,544
-551
| -4% | -$13.7K | 0.03% | 262 |
|
|
2023
Q4 | $257K | Buy |
+14,095
| New | +$257K | 0.03% | 288 |
|