ACG Wealth’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-33
| Closed | -$1K | – | 653 |
|
|
2022
Q2 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 871 |
|
|
2018
Q1 | – | Sell |
-4,154
| Closed | -$323K | – | 327 |
|
|
2017
Q4 | $323K | Buy |
+4,154
| New | +$323K | 0.05% | 241 |
|
|
2017
Q3 | – | Sell |
-4,329
| Closed | -$371K | – | 311 |
|
|
2017
Q2 | $371K | Sell |
4,329
-729
| -14% | -$62.5K | 0.06% | 213 |
|
|
2017
Q1 | $459K | Buy |
5,058
+24
| +0.5% | +$2.18K | 0.08% | 178 |
|
|
2016
Q4 | $440K | Sell |
5,034
-498
| -9% | -$43.5K | 0.09% | 158 |
|
|
2016
Q3 | $495K | Sell |
5,532
-290
| -5% | -$25.9K | 0.11% | 151 |
|
|
2016
Q2 | $515K | Buy |
5,822
+1
| +0% | +$88 | 0.11% | 139 |
|
|
2016
Q1 | $457K | Buy |
+5,821
| New | +$457K | 0.1% | 140 |
|