J.P. Morgan Private Wealth Advisors’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $769K | Sell |
41,071
-10,422
| -20% | -$195K | ﹤0.01% | 1076 |
|
|
2023
Q2 | $1.16M | Sell |
51,493
-24,080
| -32% | -$543K | 0.01% | 721 |
|
|
2023
Q1 | $1.34M | Buy |
75,573
+1,156
| +2% | +$20.5K | ﹤0.01% | 1034 |
|
|
2022
Q4 | $1.34M | Sell |
74,417
-2,354
| -3% | -$42.4K | ﹤0.01% | 1013 |
|
|
2022
Q3 | $1.28M | Buy |
76,771
+45,964
| +149% | +$769K | ﹤0.01% | 1024 |
|
|
2022
Q2 | $399K | Buy |
30,807
+69
| +0.2% | +$894 | ﹤0.01% | 1539 |
|
|
2022
Q1 | $668K | Buy |
+30,738
| New | +$668K | ﹤0.01% | 1402 |
|