Montis Financial’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,044
| Closed | -$375K | – | 89 |
|
|
2024
Q1 | $375K | Sell |
15,044
-372
| -2% | -$9.27K | 0.18% | 57 |
|
|
2023
Q4 | $281K | Buy |
+15,416
| New | +$281K | 0.17% | 57 |
|
|
2023
Q2 | – | Sell |
-10,728
| Closed | -$190K | – | 67 |
|
|
2023
Q1 | $190K | Buy |
+10,728
| New | +$190K | 0.15% | 61 |
|