JP Morgan Private Wealth Advisors’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$769K Sell
2023
Q2
$1.16M Sell
2023
Q1
$1.34M Buy
2022
Q4
$1.34M Sell
2022
Q3
$1.28M Buy
2022
Q2
$399K Buy
2022
Q1
$668K Buy