Alpha Cubed Investments’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,685
| Closed | -$354K | – | 230 |
|
|
2018
Q1 | $354K | Sell |
5,685
-189
| -3% | -$11.8K | 0.05% | 157 |
|
|
2017
Q4 | $457K | Buy |
+5,874
| New | +$457K | 0.06% | 146 |
|
|
2017
Q3 | – | Sell |
-22,755
| Closed | -$1.95M | – | 236 |
|
|
2017
Q2 | $1.95M | Buy |
22,755
+6,541
| +40% | +$560K | 0.33% | 55 |
|
|
2017
Q1 | $1.47M | Buy |
16,214
+12,809
| +376% | +$1.16M | 0.3% | 55 |
|
|
2016
Q4 | $297K | Buy |
+3,405
| New | +$297K | 0.07% | 151 |
|