JFS Wealth Advisors’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02K | Buy |
136
+6
| +5% | +$266 | ﹤0.01% | 1023 |
|
|
2025
Q1 | $4.31K | Buy |
130
+26
| +25% | +$863 | ﹤0.01% | 1173 |
|
|
2024
Q4 | $3.79K | Buy |
104
+33
| +46% | +$1.2K | ﹤0.01% | 1228 |
|
|
2024
Q3 | $2.01K | Buy |
71
+16
| +29% | +$453 | ﹤0.01% | 1489 |
|
|
2024
Q2 | $1.42K | Buy |
55
+47
| +588% | +$1.21K | ﹤0.01% | 1563 |
|
|
2024
Q1 | $200 | Sell |
8
-29
| -78% | -$725 | ﹤0.01% | 1895 |
|
|
2023
Q4 | $676 | Sell |
37
-15
| -29% | -$274 | ﹤0.01% | 1741 |
|
|
2023
Q3 | $974 | Buy |
52
+29
| +126% | +$543 | ﹤0.01% | 1600 |
|
|
2023
Q2 | $520 | Buy |
23
+11
| +92% | +$249 | ﹤0.01% | 1748 |
|
|
2023
Q1 | $213 | Buy |
+12
| New | +$213 | ﹤0.01% | 1819 |
|