IHT Wealth Management’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $823K | Buy |
18,581
+1,417
| +8% | +$62.8K | 0.02% | 553 |
|
|
2025
Q1 | $571K | Sell |
17,164
-4,420
| -20% | -$147K | 0.02% | 628 |
|
|
2024
Q4 | $787K | Sell |
21,584
-583
| -3% | -$21.3K | 0.03% | 534 |
|
|
2024
Q3 | $628K | Buy |
22,167
+583
| +3% | +$16.5K | 0.02% | 649 |
|
|
2024
Q2 | $556K | Sell |
21,584
-1,634
| -7% | -$42.1K | 0.02% | 606 |
|
|
2024
Q1 | $579K | Buy |
23,218
+8,579
| +59% | +$214K | 0.02% | 582 |
|
|
2023
Q4 | $267K | Buy |
+14,639
| New | +$267K | 0.01% | 811 |
|