J.P. Morgan Private Wealth Advisors’s Post Holdings POST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17,330
| Closed | -$1.42M | – | 1988 |
|
|
2022
Q3 | $1.42M | Buy |
17,330
+219
| +1% | +$17.9K | ﹤0.01% | 983 |
|
|
2022
Q2 | $1.41M | Sell |
17,111
-1,132
| -6% | -$93.2K | ﹤0.01% | 971 |
|
|
2022
Q1 | $1.26M | Sell |
18,243
-8,162
| -31% | -$566K | ﹤0.01% | 1098 |
|
|
2021
Q4 | $1.95M | Sell |
26,405
-33,610
| -56% | -$2.48M | ﹤0.01% | 920 |
|
|
2021
Q3 | $4.33M | Buy |
60,015
+1,943
| +3% | +$140K | 0.01% | 625 |
|
|
2021
Q2 | $4.12M | Buy |
58,072
+2,401
| +4% | +$170K | 0.01% | 639 |
|
|
2021
Q1 | $3.85M | Sell |
55,671
-521
| -0.9% | -$36K | 0.01% | 572 |
|
|
2020
Q4 | $3.72M | Buy |
56,192
+470
| +0.8% | +$31.1K | 0.01% | 565 |
|
|
2020
Q3 | $3.14M | Buy |
55,722
+265
| +0.5% | +$14.9K | 0.01% | 534 |
|
|
2020
Q2 | $3.18M | Sell |
55,457
-28,774
| -34% | -$1.65M | 0.01% | 468 |
|
|
2020
Q1 | $4.57M | Buy |
84,231
+2,918
| +4% | +$158K | 0.03% | 366 |
|
|
2019
Q4 | $5.81M | Buy |
81,313
+196
| +0.2% | +$14K | 0.03% | 394 |
|
|
2019
Q3 | $5.62M | Buy |
81,117
+912
| +1% | +$63.2K | 0.03% | 381 |
|
|
2019
Q2 | $5.46M | Buy |
80,205
+24,253
| +43% | +$1.65M | 0.03% | 367 |
|
|
2019
Q1 | $4.01M | Hold |
55,952
| – | – | 0.02% | 452 |
|
|
2018
Q4 | $3.26M | Buy |
+55,952
| New | +$3.26M | 0.02% | 455 |
|