Advocacy Wealth Management Services’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-870
| Closed | -$35K | – | 190 |
|
2021
Q2 | $35K | Buy |
+870
| New | +$35K | 0.01% | 82 |
|
2019
Q3 | – | Sell |
-126
| Closed | -$4K | – | 164 |
|
2019
Q2 | $4K | Hold |
126
| – | – | ﹤0.01% | 153 |
|
2019
Q1 | $4K | Hold |
126
| – | – | ﹤0.01% | 114 |
|
2018
Q4 | $5K | Hold |
126
| – | – | ﹤0.01% | 138 |
|
2018
Q3 | $7K | Hold |
126
| – | – | ﹤0.01% | 149 |
|
2018
Q2 | $8K | Hold |
126
| – | – | 0.01% | 142 |
|
2018
Q1 | $8K | Hold |
126
| – | – | 0.01% | 161 |
|
2017
Q4 | $10K | Hold |
126
| – | – | 0.01% | 156 |
|
2017
Q3 | $10K | Hold |
126
| – | – | ﹤0.01% | 192 |
|
2017
Q2 | $11K | Sell |
126
-13
| -9% | -$1.14K | ﹤0.01% | 182 |
|
2017
Q1 | $13K | Buy |
+139
| New | +$13K | ﹤0.01% | 179 |
|
2016
Q4 | – | Sell |
-139
| Closed | -$12K | – | 350 |
|
2016
Q3 | $12K | Hold |
139
| – | – | ﹤0.01% | 253 |
|
2016
Q2 | $12K | Hold |
139
| – | – | 0.01% | 287 |
|
2016
Q1 | $11K | Hold |
139
| – | – | 0.01% | 342 |
|
2015
Q4 | $10K | Buy |
+139
| New | +$10K | 0.01% | 346 |
|