ML
McAdam LLC’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-51,958
| Closed | -$973K | – | 285 |
|
|
2023
Q3 | $973K | Buy |
51,958
+407
| +0.8% | +$7.62K | 0.08% | 110 |
|
|
2023
Q2 | $1.16M | Buy |
51,551
+2
| +0% | +$45 | 0.1% | 101 |
|
|
2023
Q1 | $915K | Buy |
+51,549
| New | +$915K | 0.08% | 114 |
|
|
2022
Q4 | – | Sell |
-60,285
| Closed | -$1.01M | – | 226 |
|
|
2022
Q3 | $1.01M | Hold |
60,285
| – | – | 0.11% | 98 |
|
|
2022
Q2 | $780K | Buy |
+60,285
| New | +$780K | 0.08% | 107 |
|