Regal Investment Advisors’s Kellanova K Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-8,106
| Closed | -$474K | – | 243 |
|
2020
Q4 | $474K | Buy |
+8,106
| New | +$474K | 0.05% | 293 |
|
2020
Q3 | – | Sell |
-7,418
| Closed | -$460K | – | 143 |
|
2020
Q2 | $460K | Buy |
+7,418
| New | +$460K | 0.08% | 185 |
|
2020
Q1 | – | Sell |
-6,624
| Closed | -$430K | – | 182 |
|
2019
Q4 | $430K | Buy |
6,624
+467
| +8% | +$30.3K | 0.08% | 213 |
|
2019
Q3 | $372K | Sell |
6,157
-229
| -4% | -$13.8K | 0.07% | 219 |
|
2019
Q2 | $321K | Buy |
6,386
+2,316
| +57% | +$116K | 0.06% | 240 |
|
2019
Q1 | $219K | Buy |
+4,070
| New | +$219K | 0.04% | 281 |
|
2015
Q4 | – | Sell |
-21
| Closed | -$1K | – | 600 |
|
2015
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 985 |
|
2015
Q2 | $1K | Sell |
21
-32
| -60% | -$1.52K | ﹤0.01% | 885 |
|
2015
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 873 |
|
2014
Q4 | $3K | Sell |
53
-75
| -59% | -$4.25K | ﹤0.01% | 810 |
|
2014
Q3 | $7K | Hold |
128
| – | – | ﹤0.01% | 745 |
|
2014
Q2 | $8K | Hold |
128
| – | – | ﹤0.01% | 702 |
|
2014
Q1 | $8K | Sell |
128
-54
| -30% | -$3.38K | ﹤0.01% | 674 |
|
2013
Q4 | $10K | Hold |
182
| – | – | 0.01% | 591 |
|
2013
Q3 | $10K | Hold |
182
| – | – | 0.01% | 601 |
|
2013
Q2 | $11K | Buy |
+182
| New | +$11K | 0.01% | 569 |
|