HCR Wealth Advisors’s Kellanova K Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,542
| Closed | -$237K | – | 179 |
|
|
2022
Q4 | $237K | Buy |
3,542
+7
| +0.2% | +$468 | 0.05% | 153 |
|
|
2022
Q3 | $231K | Sell |
3,535
-323
| -8% | -$21.1K | 0.05% | 152 |
|
|
2022
Q2 | $258K | Buy |
3,858
+14
| +0.4% | +$936 | 0.05% | 148 |
|
|
2022
Q1 | $233K | Buy |
3,844
+5
| +0.1% | +$303 | 0.04% | 167 |
|
|
2021
Q4 | $232K | Buy |
3,839
+4
| +0.1% | +$242 | 0.04% | 181 |
|
|
2021
Q3 | $230K | Sell |
3,835
-145
| -4% | -$8.7K | 0.04% | 178 |
|
|
2021
Q2 | $240K | Buy |
3,980
+20
| +0.5% | +$1.21K | 0.04% | 172 |
|
|
2021
Q1 | $235K | Sell |
3,960
-30,057
| -88% | -$1.78M | 0.05% | 166 |
|
|
2020
Q4 | $1.99M | Buy |
34,017
+294
| +0.9% | +$17.2K | 0.42% | 48 |
|
|
2020
Q3 | $2.05M | Buy |
33,723
+2,022
| +6% | +$123K | 0.47% | 39 |
|
|
2020
Q2 | $1.96M | Buy |
31,701
+1,269
| +4% | +$78.6K | 0.46% | 31 |
|
|
2020
Q1 | $1.71M | Buy |
30,432
+341
| +1% | +$19.2K | 0.49% | 37 |
|
|
2019
Q4 | $1.95M | Buy |
30,091
+4,360
| +17% | +$283K | 0.47% | 39 |
|
|
2019
Q3 | $1.55M | Buy |
+25,731
| New | +$1.55M | 0.51% | 44 |
|