AWM
Altavista Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,905
| Closed | -$215K | – | 150 |
|
|
2018
Q3 | $215K | Hold |
3,905
| – | – | 0.08% | 142 |
|
|
2018
Q2 | $245K | Sell |
3,905
-819
| -17% | -$51.4K | 0.1% | 132 |
|
|
2018
Q1 | $294K | Sell |
4,724
-481
| -9% | -$29.9K | 0.12% | 118 |
|
|
2017
Q4 | $405K | Buy |
5,205
+1,224
| +31% | +$95.2K | 0.17% | 105 |
|
|
2017
Q3 | $309K | Buy |
3,981
+388
| +11% | +$30.1K | 0.15% | 103 |
|
|
2017
Q2 | $308K | Sell |
3,593
-1,000
| -22% | -$85.7K | 0.15% | 104 |
|
|
2017
Q1 | $417K | Sell |
4,593
-237
| -5% | -$21.5K | 0.21% | 85 |
|
|
2016
Q4 | $422K | Sell |
4,830
-701
| -13% | -$61.2K | 0.23% | 81 |
|
|
2016
Q3 | $495K | Sell |
5,531
-52
| -0.9% | -$4.65K | 0.27% | 74 |
|
|
2016
Q2 | $494K | Buy |
+5,583
| New | +$494K | 0.27% | 72 |
|