TSWM
Triangle Securities Wealth Management’s Kellanova K Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-22,211
| Closed | -$1.43M | – | 177 |
|
|
2021
Q4 | $1.43M | Buy |
22,211
+1,373
| +7% | +$88.5K | 0.45% | 73 |
|
|
2021
Q3 | $1.33M | Buy |
20,838
+652
| +3% | +$41.7K | 0.45% | 73 |
|
|
2021
Q2 | $1.3M | Buy |
20,186
+533
| +3% | +$34.3K | 0.44% | 75 |
|
|
2021
Q1 | $1.24M | Buy |
19,653
+4,174
| +27% | +$264K | 0.45% | 73 |
|
|
2020
Q4 | $963K | Buy |
15,479
+2,650
| +21% | +$165K | 0.38% | 85 |
|
|
2020
Q3 | $829K | Buy |
12,829
+67
| +0.5% | +$4.33K | 0.37% | 87 |
|
|
2020
Q2 | $843K | Sell |
12,762
-158
| -1% | -$10.4K | 0.4% | 75 |
|
|
2020
Q1 | $775K | Buy |
12,920
+1,215
| +10% | +$72.9K | 0.45% | 70 |
|
|
2019
Q4 | $810K | Buy |
11,705
+1,520
| +15% | +$105K | 0.35% | 82 |
|
|
2019
Q3 | $655K | Buy |
10,185
+1,085
| +12% | +$69.8K | 0.32% | 91 |
|
|
2019
Q2 | $504K | Sell |
9,100
-10
| -0.1% | -$554 | 0.26% | 101 |
|
|
2019
Q1 | $523K | Buy |
9,110
+285
| +3% | +$16.4K | 0.27% | 92 |
|
|
2018
Q4 | $503K | Buy |
8,825
+2,525
| +40% | +$144K | 0.3% | 90 |
|
|
2018
Q3 | $441K | Buy |
6,300
+130
| +2% | +$9.1K | 0.23% | 105 |
|
|
2018
Q2 | $431K | Buy |
+6,170
| New | +$431K | 0.24% | 103 |
|