IPG Investment Advisors’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-72,500
| Closed | -$1.32M | – | 216 |
|
|
2023
Q4 | $1.32M | Buy |
72,500
+35,000
| +93% | +$639K | 0.26% | 61 |
|
|
2023
Q3 | $702K | Buy |
37,500
+6,200
| +20% | +$116K | 0.15% | 84 |
|
|
2023
Q2 | $706K | Sell |
31,300
-8,650
| -22% | -$195K | 0.15% | 87 |
|
|
2023
Q1 | $709K | Buy |
+39,950
| New | +$709K | 0.16% | 77 |
|
|
2022
Q4 | – | Sell |
-43,750
| Closed | -$732K | – | 157 |
|
|
2022
Q3 | $732K | Buy |
+43,750
| New | +$732K | 0.21% | 61 |
|