Laurel Wealth Advisors (California)’s Post Holdings POST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,897
| Closed | -$435K | – | 786 |
|
|
2021
Q4 | $435K | Buy |
5,897
+911
| +18% | +$67.2K | 0.03% | 491 |
|
|
2021
Q3 | $359K | Hold |
4,986
| – | – | 0.07% | 299 |
|
|
2021
Q2 | $354K | Hold |
4,986
| – | – | 0.05% | 361 |
|
|
2021
Q1 | $345K | Hold |
4,986
| – | – | 0.05% | 329 |
|
|
2020
Q4 | $330K | Hold |
4,986
| – | – | 0.05% | 319 |
|
|
2020
Q3 | $281K | Hold |
4,986
| – | – | 0.05% | 313 |
|
|
2020
Q2 | $286K | Hold |
4,986
| – | – | 0.05% | 295 |
|
|
2020
Q1 | $271K | Hold |
4,986
| – | – | 0.06% | 290 |
|
|
2019
Q4 | $356K | Hold |
4,986
| – | – | 0.06% | 301 |
|
|
2019
Q3 | $345K | Hold |
4,986
| – | – | 0.06% | 314 |
|
|
2019
Q2 | $339K | Hold |
4,986
| – | – | 0.07% | 276 |
|
|
2019
Q1 | $357K | Hold |
4,986
| – | – | 0.09% | 252 |
|
|
2018
Q4 | $290K | Sell |
4,986
-764
| -13% | -$44.4K | 0.09% | 249 |
|
|
2018
Q3 | $368K | Hold |
5,750
| – | – | 0.09% | 234 |
|
|
2018
Q2 | $323K | Buy |
5,750
+3,074
| +115% | +$173K | 0.09% | 246 |
|
|
2018
Q1 | $285K | Sell |
2,676
-2,157
| -45% | -$230K | 0.09% | 254 |
|
|
2017
Q4 | $250K | Buy |
+4,833
| New | +$250K | 0.07% | 286 |
|