IWA
IVC Wealth Advisors’s Kellanova K Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,242
| Closed | -$262K | – | 160 |
|
|
2024
Q3 | $262K | Buy |
+3,242
| New | +$262K | 0.14% | 131 |
|
|
2023
Q1 | – | Sell |
-3,190
| Closed | -$227K | – | 149 |
|
|
2022
Q4 | $227K | Sell |
3,190
-31
| -1% | -$2.21K | 0.17% | 133 |
|
|
2022
Q3 | $224K | Buy |
3,221
+26
| +0.8% | +$1.81K | 0.18% | 125 |
|
|
2022
Q2 | $228K | Buy |
+3,195
| New | +$228K | 0.18% | 125 |
|
|
2022
Q1 | – | Sell |
-3,171
| Closed | -$204K | – | 150 |
|
|
2021
Q4 | $204K | Buy |
+3,171
| New | +$204K | 0.13% | 132 |
|