SWS
TOST icon

SYSTM Wealth Solutions’s Toast TOST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-43,649
Closed -$985K 493
2023
Q2
$985K Buy
43,649
+3,621
+9% +$81.7K 0.13% 199
2023
Q1
$710K Buy
+40,028
New +$710K 0.11% 227