CWM
Compass Wealth Management’s Kellanova K Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-150
| Closed | -$12.4K | – | 284 |
|
2025
Q1 | $12.4K | Hold |
150
| – | – | ﹤0.01% | 343 |
|
2024
Q4 | $12.1K | Hold |
150
| – | – | ﹤0.01% | 339 |
|
2024
Q3 | $12.1K | Hold |
150
| – | – | ﹤0.01% | 343 |
|
2024
Q2 | $8.65K | Hold |
150
| – | – | ﹤0.01% | 360 |
|
2024
Q1 | $8.59K | Hold |
150
| – | – | ﹤0.01% | 355 |
|
2023
Q4 | $8.39K | Sell |
150
-475
| -76% | -$26.6K | ﹤0.01% | 345 |
|
2023
Q3 | $37.2K | Hold |
625
| – | – | 0.01% | 260 |
|
2023
Q2 | $42.1K | Hold |
625
| – | – | 0.01% | 255 |
|
2023
Q1 | $41.9K | Hold |
625
| – | – | 0.01% | 258 |
|
2022
Q4 | $44.5K | Buy |
+625
| New | +$44.5K | 0.01% | 248 |
|