Valley National Advisers’s Toast TOST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-115	Closed	-$2K	–	1115
2024 Q2	$2K	Buy	115 +15	+15%	+$261	﹤0.01%	963
2024 Q1	$2K	Buy	100 +25	+33%	+$500	﹤0.01%	992
2023 Q4	$1K	Buy	75 +45	+150%	+$600	﹤0.01%	1150
2023 Q3	$1K	Buy	+30	New	+$1K	﹤0.01%	1020