U.S. Capital Wealth Advisors’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-70,031
| Closed | -$2.55M | – | 887 |
|
|
2024
Q4 | $2.55M | Sell |
70,031
-13,900
| -17% | -$507K | 0.08% | 260 |
|
|
2024
Q3 | $2.38M | Sell |
83,931
-6,500
| -7% | -$184K | 0.08% | 219 |
|
|
2024
Q2 | $2.33M | Sell |
90,431
-5,000
| -5% | -$129K | 0.09% | 213 |
|
|
2024
Q1 | $2.38M | Sell |
95,431
-3,731
| -4% | -$93K | 0.09% | 207 |
|
|
2023
Q4 | $1.81M | Sell |
99,162
-366
| -0.4% | -$6.68K | 0.07% | 250 |
|
|
2023
Q3 | $1.86M | Sell |
99,528
-3,522
| -3% | -$66K | 0.08% | 208 |
|
|
2023
Q2 | $2.33M | Buy |
+103,050
| New | +$2.33M | 0.11% | 186 |
|