Aevitas Wealth Management’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,912
| Closed | -$384K | – | 381 |
|
|
2018
Q4 | $384K | Sell |
8,912
-2,661
| -23% | -$115K | 0.39% | 68 |
|
|
2018
Q3 | $638K | Buy |
11,573
+186
| +2% | +$10.3K | 0.58% | 49 |
|
|
2018
Q2 | $715K | Sell |
11,387
-1,922
| -14% | -$121K | 0.7% | 42 |
|
|
2018
Q1 | $829K | Sell |
13,309
-326
| -2% | -$20.3K | 0.83% | 39 |
|
|
2017
Q4 | $1.06M | Buy |
+13,635
| New | +$1.06M | 1.01% | 31 |
|