SWA
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SOA Wealth Advisors’s Toast TOST Stock Holding History

SOA Wealth Advisors’s Portfolio TOST Stock Details TOST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-450
Closed -$11.2K – 916
2024
Q1 		$11.2K Buy
+450
New +$11.2K ﹤0.01% 522