SVB Wealth’s Post Properties PPS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-9,542
| Closed | -$631K | – | 528 |
|
2016
Q3 | $631K | Buy |
9,542
+975
| +11% | +$64.5K | 0.03% | 305 |
|
2016
Q2 | $523K | Buy |
8,567
+207
| +2% | +$12.6K | 0.02% | 340 |
|
2016
Q1 | $499K | Buy |
8,360
+784
| +10% | +$46.8K | 0.02% | 352 |
|
2015
Q4 | $448K | Buy |
+7,576
| New | +$448K | 0.02% | 388 |
|