Heritage Wealth Advisors’s Kellanova K Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-400
| Closed | -$22.4K | – | 564 |
|
|
2023
Q4 | $22.4K | Sell |
400
-26
| -6% | -$1.45K | ﹤0.01% | 403 |
|
|
2023
Q3 | $23.8K | Hold |
426
| – | – | ﹤0.01% | 364 |
|
|
2023
Q2 | $27K | Hold |
426
| – | – | ﹤0.01% | 378 |
|
|
2023
Q1 | $26.8K | Hold |
426
| – | – | ﹤0.01% | 381 |
|
|
2022
Q4 | $28.5K | Hold |
426
| – | – | ﹤0.01% | 379 |
|
|
2022
Q3 | $27.9K | Hold |
426
| – | – | ﹤0.01% | 349 |
|
|
2022
Q2 | $29K | Hold |
426
| – | – | ﹤0.01% | 377 |
|
|
2022
Q1 | $26K | Hold |
426
| – | – | ﹤0.01% | 377 |
|
|
2021
Q4 | $26K | Buy |
+426
| New | +$26K | ﹤0.01% | 386 |
|