Pettee Investors’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 |
-5,241
| Closed | -$387K | – | 123 |
|
|
2021
Q4 | $387K | Hold |
5,241
| – | – | 0.16% | 103 |
|
|
2021
Q3 | $378K | Hold |
5,241
| – | – | 0.18% | 100 |
|
|
2021
Q2 | $372K | Hold |
5,241
| – | – | 0.17% | 102 |
|
|
2021
Q1 | $363K | Hold |
5,241
| – | – | 0.18% | 103 |
|
|
2020
Q4 | $346K | Hold |
5,241
| – | – | 0.18% | 102 |
|
|
2020
Q3 | $295K | Hold |
5,241
| – | – | 0.17% | 103 |
|
|
2020
Q2 | $301K | Sell |
5,241
-649
| -11% | -$37.3K | 0.19% | 99 |
|
|
2020
Q1 | $320K | Sell |
5,890
-5,348
| -48% | -$291K | 0.23% | 90 |
|
|
2019
Q4 | $802K | Hold |
11,238
| – | – | 0.46% | 64 |
|
|
2019
Q3 | $778K | Hold |
11,238
| – | – | 0.49% | 65 |
|
|
2019
Q2 | $765K | Hold |
11,238
| – | – | 0.49% | 64 |
|
|
2019
Q1 | $805K | Hold |
11,238
| – | – | 0.51% | 60 |
|
|
2018
Q4 | $656K | Buy |
+11,238
| New | +$656K | 0.47% | 63 |
|