SWA
Sutton Wealth Advisors’s Kellanova K Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-127
| Closed | -$8.56K | – | 872 |
|
|
2023
Q2 | $8.56K | Sell |
127
-13
| -9% | -$876 | ﹤0.01% | 485 |
|
|
2023
Q1 | $9.37K | Sell |
140
-1,318
| -90% | -$88.3K | 0.01% | 434 |
|
|
2022
Q4 | $104K | Sell |
1,458
-3,440
| -70% | -$245K | 0.04% | 244 |
|
|
2022
Q3 | $341K | Buy |
4,898
+3,467
| +242% | +$242K | 0.14% | 113 |
|
|
2022
Q2 | $102K | Hold |
1,431
| – | – | 0.04% | 238 |
|
|
2022
Q1 | $92.3K | Hold |
1,431
| – | – | 0.03% | 263 |
|
|
2021
Q4 | $92.2K | Hold |
1,431
| – | – | 0.03% | 276 |
|
|
2021
Q3 | $91.5K | Hold |
1,431
| – | – | 0.03% | 262 |
|
|
2021
Q2 | $92.1K | Hold |
1,431
| – | – | 0.03% | 262 |
|
|
2021
Q1 | $90.6K | Sell |
1,431
-11
| -0.8% | -$696 | 0.04% | 256 |
|
|
2020
Q4 | $89.7K | Buy |
1,442
+3
| +0.2% | +$187 | 0.04% | 240 |
|
|
2020
Q3 | $92.9K | Hold |
1,439
| – | – | 0.05% | 219 |
|
|
2020
Q2 | $95.1K | Buy |
1,439
+8
| +0.6% | +$528 | 0.05% | 214 |
|
|
2020
Q1 | $85.8K | Hold |
1,431
| – | – | 0.05% | 205 |
|
|
2019
Q4 | $99K | Hold |
1,431
| – | – | 0.05% | 214 |
|
|
2019
Q3 | $92.1K | Hold |
1,431
| – | – | 0.05% | 220 |
|
|
2019
Q2 | $76.7K | Hold |
1,431
| – | – | 0.04% | 233 |
|
|
2019
Q1 | $82.1K | Hold |
1,431
| – | – | 0.05% | 230 |
|
|
2018
Q4 | $81.6K | Hold |
1,431
| – | – | 0.05% | 217 |
|
|
2018
Q3 | $100K | Hold |
1,431
| – | – | 0.07% | 197 |
|
|
2018
Q2 | $100K | Hold |
1,431
| – | – | 0.07% | 196 |
|
|
2018
Q1 | $93K | Buy |
1,431
+100
| +8% | +$6.5K | 0.07% | 205 |
|
|
2017
Q4 | $90.5K | Hold |
1,331
| – | – | 0.07% | 205 |
|
|
2017
Q3 | $83K | Hold |
1,331
| – | – | 0.06% | 208 |
|
|
2017
Q2 | $92.5K | Hold |
1,331
| – | – | 0.07% | 201 |
|
|
2017
Q1 | $96.6K | Hold |
1,331
| – | – | 0.08% | 188 |
|
|
2016
Q4 | $98.1K | Hold |
1,331
| – | – | 0.09% | 185 |
|
|
2016
Q3 | $103K | Hold |
1,331
| – | – | 0.09% | 179 |
|
|
2016
Q2 | $109K | Hold |
1,331
| – | – | 0.1% | 164 |
|
|
2016
Q1 | $102K | Buy |
+1,331
| New | +$102K | 0.1% | 173 |
|