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WMS Partners’s Toast TOST Stock Holding History

WMS Partners’s Portfolio TOST Stock Details TOST Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,700
Closed -$208K – 243
2024
Q4 		$208K Sell
5,700
-1,599
-22% -$58.3K 0.01% 285
2024
Q3 		$207K Buy
+7,299
New +$207K 0.01% 279