SVB Wealth’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 |
-10,730
| Closed | -$201K | – | 943 |
|
|
2023
Q3 | $201K | Buy |
10,730
+144
| +1% | +$2.7K | ﹤0.01% | 748 |
|
|
2023
Q2 | $239K | Sell |
10,586
-48
| -0.5% | -$1.08K | ﹤0.01% | 757 |
|
|
2023
Q1 | $189K | Sell |
10,634
-163
| -2% | -$2.89K | ﹤0.01% | 893 |
|
|
2022
Q4 | $195K | Sell |
10,797
-158
| -1% | -$2.85K | ﹤0.01% | 912 |
|
|
2022
Q3 | $183K | Buy |
+10,955
| New | +$183K | ﹤0.01% | 865 |
|