Milestone Investment Advisors’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,000
Closed -$18.7K 411
2023
Q3
$18.7K Buy
+1,000
New +$18.7K 0.01% 258