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LVW Advisors’s Toast TOST Stock Holding History

LVW Advisors’s Portfolio TOST Stock Details TOST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$465K Buy
10,506
+2,393
+29% +$106K 0.05% 194
2025
Q1 		$269K Buy
8,113
+15
+0.2% +$498 0.03% 254
2024
Q4 		$295K Buy
+8,098
New +$295K 0.04% 248