Apriem Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,813
| Closed | -$114K | – | 263 |
|
|
2018
Q2 | $114K | Buy |
+1,813
| New | +$114K | 0.03% | 162 |
|
|
2017
Q2 | – | Sell |
-1,477
| Closed | -$134K | – | 350 |
|
|
2017
Q1 | $134K | Sell |
1,477
-23
| -2% | -$2.09K | 0.04% | 151 |
|
|
2016
Q4 | $131K | Buy |
1,500
+77
| +5% | +$6.73K | 0.04% | 144 |
|
|
2016
Q3 | $127K | Hold |
1,423
| – | – | 0.04% | 143 |
|
|
2016
Q2 | $126K | Hold |
1,423
| – | – | 0.04% | 147 |
|
|
2016
Q1 | $112K | Buy |
1,423
+150
| +12% | +$11.8K | 0.04% | 137 |
|
|
2015
Q4 | $93K | Buy |
1,273
+200
| +19% | +$14.6K | 0.03% | 143 |
|
|
2015
Q3 | $76K | Buy |
+1,073
| New | +$76K | 0.03% | 161 |
|