EverSource Wealth Advisors’s WK Kellogg Co KLG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.2K | Sell |
389
-157
| -29% | -$2.5K | ﹤0.01% | 3055 |
|
2025
Q1 | $10.9K | Sell |
546
-24
| -4% | -$478 | ﹤0.01% | 2068 |
|
2024
Q4 | $10.3K | Sell |
570
-21
| -4% | -$378 | ﹤0.01% | 1977 |
|
2024
Q3 | $10.1K | Buy |
591
+33
| +6% | +$565 | ﹤0.01% | 1859 |
|
2024
Q2 | $9.82K | Buy |
558
+405
| +265% | +$7.13K | ﹤0.01% | 1862 |
|
2024
Q1 | $3.57K | Hold |
153
| – | – | ﹤0.01% | 2196 |
|
2023
Q4 | $2.01K | Buy |
+153
| New | +$2.01K | ﹤0.01% | 2165 |
|