M Holdings Securities’s Krispy Kreme DNUT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-10,750
| Closed | -$167K | – | 221 |
|
|
2023
Q1 | $167K | Hold |
10,750
| – | – | 0.02% | 319 |
|
|
2022
Q4 | $111K | Sell |
10,750
-2,000
| -16% | -$20.7K | 0.01% | 434 |
|
|
2022
Q3 | $147K | Sell |
12,750
-200
| -2% | -$2.31K | 0.02% | 416 |
|
|
2022
Q2 | $176K | Hold |
12,950
| – | – | 0.02% | 414 |
|
|
2022
Q1 | $192K | Buy |
+12,950
| New | +$192K | 0.01% | 481 |
|