Principle Wealth Partners’s Kellanova K Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,921
| Closed | -$945K | – | 342 |
|
|
2023
Q3 | $945K | Sell |
16,921
-18,001
| -52% | -$1.01M | 0.1% | 150 |
|
|
2023
Q2 | $2.21M | Sell |
34,922
-6,161
| -15% | -$390K | 0.22% | 95 |
|
|
2023
Q1 | $2.58M | Hold |
41,083
| – | – | 0.28% | 85 |
|
|
2022
Q4 | $2.75M | Sell |
41,083
-3,717
| -8% | -$249K | 0.31% | 78 |
|
|
2022
Q3 | $2.93K | Sell |
44,800
-4,422
| -9% | -$289 | 0.28% | 65 |
|
|
2022
Q2 | $3.3M | Sell |
49,222
-3,310
| -6% | -$222K | 0.4% | 60 |
|
|
2022
Q1 | $3.18M | Buy |
52,532
+9,085
| +21% | +$550K | 0.33% | 68 |
|
|
2021
Q4 | $2.63M | Buy |
43,447
+1,377
| +3% | +$83.3K | 0.28% | 76 |
|
|
2021
Q3 | $2.53M | Sell |
42,070
-384
| -0.9% | -$23K | 0.29% | 76 |
|
|
2021
Q2 | $2.56M | Buy |
42,454
+5,397
| +15% | +$326K | 0.29% | 75 |
|
|
2021
Q1 | $2.2M | Buy |
37,057
+2,859
| +8% | +$170K | 0.26% | 80 |
|
|
2020
Q4 | $2M | Buy |
+34,198
| New | +$2M | 0.26% | 77 |
|