Concert Wealth Management’s Kellanova K Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,529
| Closed | -$244K | – | 501 |
|
|
2016
Q4 | $244K | Buy |
3,529
+209
| +6% | +$14.5K | 0.05% | 411 |
|
|
2016
Q3 | $241K | Sell |
3,320
-226
| -6% | -$16.4K | 0.03% | 568 |
|
|
2016
Q2 | $269K | Sell |
3,546
-118
| -3% | -$8.95K | 0.04% | 507 |
|
|
2016
Q1 | $263K | Sell |
3,664
-639
| -15% | -$45.9K | 0.04% | 497 |
|
|
2015
Q4 | $291K | Sell |
4,303
-66
| -2% | -$4.46K | 0.04% | 483 |
|
|
2015
Q3 | $274K | Sell |
4,369
-53
| -1% | -$3.32K | 0.04% | 515 |
|
|
2015
Q2 | $261K | Buy |
+4,422
| New | +$261K | 0.03% | 554 |
|
|
2015
Q1 | – | Sell |
-4,603
| Closed | -$284K | – | 562 |
|
|
2014
Q4 | $284K | Buy |
4,603
+12
| +0.3% | +$740 | 0.04% | 474 |
|
|
2014
Q3 | $264K | Buy |
4,591
+32
| +0.7% | +$1.84K | 0.04% | 417 |
|
|
2014
Q2 | $266K | Buy |
4,559
+87
| +2% | +$5.08K | 0.03% | 442 |
|
|
2014
Q1 | $259K | Buy |
+4,472
| New | +$259K | 0.03% | 447 |
|