B. Riley Wealth Advisors’s Post Holdings POST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,181
| Closed | -$286K | – | 1618 |
|
|
2023
Q1 | $286K | Sell |
3,181
-493
| -13% | -$44.3K | 0.01% | 1094 |
|
|
2022
Q4 | $332K | Buy |
+3,674
| New | +$332K | 0.01% | 992 |
|
|
2015
Q1 | – | Sell |
-2,854
| Closed | -$78 | – | 1611 |
|
|
2014
Q4 | $78 | Buy |
+2,854
| New | +$78 | ﹤0.01% | 1851 |
|
|
2014
Q3 | – | Sell |
-3,721
| Closed | -$124K | – | 1569 |
|
|
2014
Q2 | $124K | Sell |
3,721
-420
| -10% | -$14K | 0.03% | 635 |
|
|
2014
Q1 | $149K | Buy |
+4,141
| New | +$149K | 0.05% | 489 |
|