Oak Thistle LLC’s Toast TOST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-17,260
| Closed | -$315K | – | 507 |
|
2023
Q4 | $315K | Sell |
17,260
-36,065
| -68% | -$659K | 0.09% | 351 |
|
2023
Q3 | $999K | Buy |
+53,325
| New | +$999K | 0.3% | 120 |
|
2023
Q2 | – | Sell |
-22,528
| Closed | -$400K | – | 537 |
|
2023
Q1 | $400K | Buy |
+22,528
| New | +$400K | 0.24% | 197 |
|
2022
Q4 | – | Sell |
-12,146
| Closed | -$203K | – | 223 |
|
2022
Q3 | $203K | Buy |
+12,146
| New | +$203K | 0.73% | 95 |
|