Spire Wealth Management’s Post Holdings POST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-74	Closed	-$7.33K	–	2376
2025 Q4	$7.33K	Buy	74 +1	+1%	+$104	﹤0.01%	1817
2025 Q3	$7.85K	Buy	73 +35	+92%	+$3.75K	﹤0.01%	1842
2025 Q2	$4.14K	Sell	38 -26	-41%	-$2.91K	﹤0.01%	2001
2025 Q1	$7.45K	Sell	64 -49	-43%	-$5.44K	﹤0.01%	1937
2024 Q4	$12.9K	Hold	113	–	–	﹤0.01%	1770
2024 Q3	$13.1K	Sell	113 -50	-31%	-$5.61K	﹤0.01%	1564
2024 Q2	$17K	Buy	163 +63	+63%	+$6.56K	﹤0.01%	1498
2024 Q1	$10.6K	Sell	100 -163	-62%	-$16.3K	﹤0.01%	1696
2023 Q4	$24.2K	Hold	263	–	–	﹤0.01%	1469
2023 Q3	$22.6K	Buy	263 +100	+61%	+$8.73K	﹤0.01%	1456
2023 Q2	$14.1K	Buy	163 +60	+58%	+$5.26K	﹤0.01%	1709
2023 Q1	$9.26K	Buy	+103	New	+$9.37K	﹤0.01%	1878
2022 Q3	–	Sell	-2,819	Closed	-$232K	–	2502
2022 Q2	$232K	Buy	+2,819	New	+$219K	0.01%	712
2022 Q1	–	Sell	-4,327	Closed	-$319K	–	2793
2021 Q4	$319K	Buy	+4,327	New	+$297K	0.01%	881
2021 Q2	–	Sell	-4,514	Closed	-$317K	–	2882
2021 Q1	$317K	Buy	+4,514	New	+$296K	0.01%	836