Cerity Partners’s Peabody Energy BTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
15,653
-1,746
| -10% | -$23.4K | ﹤0.01% | 2331 |
|
|
2025
Q1 | $236K | Buy |
+17,399
| New | +$236K | ﹤0.01% | 2132 |
|
|
2024
Q2 | – | Sell |
-9,415
| Closed | -$228K | – | 2249 |
|
|
2024
Q1 | $228K | Buy |
+9,415
| New | +$228K | ﹤0.01% | 2037 |
|
|
2023
Q1 | – | Sell |
-8,085
| Closed | -$214K | – | 1854 |
|
|
2022
Q4 | $214K | Sell |
8,085
-2,630
| -25% | -$69.5K | ﹤0.01% | 1314 |
|
|
2022
Q3 | $266K | Buy |
+10,715
| New | +$266K | ﹤0.01% | 946 |
|