Avantax Planning Partners’s Kellanova K Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-4,060
| Closed | -$257K | – | 380 |
|
2023
Q2 | $257K | Buy |
+4,060
| New | +$257K | 0.01% | 322 |
|
2018
Q4 | – | Sell |
-1,533
| Closed | -$101K | – | 766 |
|
2018
Q3 | $101K | Buy |
+1,533
| New | +$101K | 0.01% | 346 |
|
2018
Q2 | – | Sell |
-1,607
| Closed | -$98K | – | 869 |
|
2018
Q1 | $98K | Buy |
+1,607
| New | +$98K | 0.01% | 408 |
|