Kingswood 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
Q3 | – | Sell |
-5,402
| Closed | -$312K | – | 712 |
|
2024
Q2 | $312K | Buy |
5,402
+750
| +16% | +$43.3K | 0.03% | 508 |
|
2024
Q1 | $267K | Sell |
4,652
-1,726
| -27% | -$98.9K | 0.03% | 518 |
|
2023
Q4 | $357K | Sell |
6,378
-345
| -5% | -$19.3K | 0.04% | 422 |
|
2023
Q3 | $376K | Buy |
+6,723
| New | +$376K | 0.06% | 293 |
|