YHB Investment Advisors’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 |
-4,340
| Closed | -$320K | – | 310 |
|
|
2021
Q4 | $320K | Hold |
4,340
| – | – | 0.03% | 254 |
|
|
2021
Q3 | $313K | Hold |
4,340
| – | – | 0.03% | 241 |
|
|
2021
Q2 | $308K | Hold |
4,340
| – | – | 0.03% | 245 |
|
|
2021
Q1 | $314K | Sell |
4,340
-2,979
| -41% | -$216K | 0.03% | 234 |
|
|
2020
Q4 | $484K | Hold |
7,319
| – | – | 0.05% | 195 |
|
|
2020
Q3 | $412K | Buy |
7,319
+3,193
| +77% | +$180K | 0.04% | 199 |
|
|
2020
Q2 | $237K | Hold |
4,126
| – | – | 0.03% | 163 |
|
|
2020
Q1 | $224K | Hold |
4,126
| – | – | 0.04% | 157 |
|
|
2019
Q4 | $295K | Hold |
4,126
| – | – | 0.04% | 162 |
|
|
2019
Q3 | $286K | Sell |
4,126
-76
| -2% | -$5.27K | 0.04% | 159 |
|
|
2019
Q2 | $286K | Sell |
4,202
-2,368
| -36% | -$161K | 0.05% | 157 |
|
|
2019
Q1 | $470K | Sell |
6,570
-77
| -1% | -$5.51K | 0.07% | 139 |
|
|
2018
Q4 | $388K | Sell |
6,647
-626
| -9% | -$36.5K | 0.07% | 137 |
|
|
2018
Q3 | $467K | Buy |
7,273
+1,574
| +28% | +$101K | 0.07% | 136 |
|
|
2018
Q2 | $321K | Hold |
5,699
| – | – | 0.05% | 153 |
|
|
2018
Q1 | $283K | Hold |
5,699
| – | – | 0.05% | 156 |
|
|
2017
Q4 | $296K | Sell |
5,699
-77
| -1% | -$4K | 0.05% | 160 |
|
|
2017
Q3 | $334K | Buy |
5,776
+428
| +8% | +$24.7K | 0.06% | 146 |
|
|
2017
Q2 | $272K | Sell |
5,348
-504
| -9% | -$25.6K | 0.05% | 157 |
|
|
2017
Q1 | $322K | Hold |
5,852
| – | – | 0.06% | 146 |
|
|
2016
Q4 | $308K | Buy |
5,852
+428
| +8% | +$22.5K | 0.06% | 144 |
|
|
2016
Q3 | $274K | Sell |
5,424
-1,070
| -16% | -$54.1K | 0.07% | 148 |
|
|
2016
Q2 | $351K | Buy |
+6,494
| New | +$351K | 0.08% | 134 |
|