YorkBridge Wealth Partners’s Kellanova K Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-1,345
| Closed | -$68K | – | 430 |
|
2019
Q2 | $68K | Buy |
1,345
+7
| +0.5% | +$354 | 0.03% | 340 |
|
2019
Q1 | $72K | Sell |
1,338
-170
| -11% | -$9.15K | 0.03% | 324 |
|
2018
Q4 | $81K | Hold |
1,508
| – | – | 0.04% | 276 |
|
2018
Q3 | $99K | Hold |
1,508
| – | – | 0.05% | 285 |
|
2018
Q2 | $99K | Hold |
1,508
| – | – | 0.04% | 293 |
|
2018
Q1 | $89K | Hold |
1,508
| – | – | 0.04% | 306 |
|
2017
Q4 | $91K | Buy |
+1,508
| New | +$91K | 0.04% | 304 |
|