WWA
WCG Wealth Advisors’s Toast TOST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26,239
| Closed | -$743K | – | 320 |
|
|
2024
Q3 | $743K | Sell |
26,239
-2,678
| -9% | -$75.8K | 0.05% | 244 |
|
|
2024
Q2 | $745K | Buy |
28,917
+13,967
| +93% | +$360K | 0.06% | 216 |
|
|
2024
Q1 | $373K | Sell |
14,950
-11,750
| -44% | -$293K | 0.03% | 238 |
|
|
2023
Q4 | $488K | Buy |
+26,700
| New | +$488K | 0.04% | 253 |
|