Aspen Investment Management’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 |
-3,399
| Closed | -$214K | – | 149 |
|
|
2018
Q2 | $214K | Sell |
3,399
-84
| -2% | -$5.29K | 0.15% | 136 |
|
|
2018
Q1 | $217K | Sell |
3,483
-851
| -20% | -$53K | 0.16% | 132 |
|
|
2017
Q4 | $337K | Hold |
4,334
| – | – | 0.24% | 111 |
|
|
2017
Q3 | $336K | Buy |
4,334
+650
| +18% | +$50.4K | 0.25% | 104 |
|
|
2017
Q2 | $315K | Hold |
3,684
| – | – | 0.24% | 104 |
|
|
2017
Q1 | $335K | Hold |
3,684
| – | – | 0.25% | 98 |
|
|
2016
Q4 | $322K | Hold |
3,684
| – | – | 0.24% | 95 |
|
|
2016
Q3 | $330K | Sell |
3,684
-50
| -1% | -$4.48K | 0.26% | 85 |
|
|
2016
Q2 | $330K | Buy |
3,734
+332
| +10% | +$29.3K | 0.27% | 80 |
|
|
2016
Q1 | $267K | Sell |
3,402
-133
| -4% | -$10.4K | 0.24% | 95 |
|
|
2015
Q4 | $257K | Sell |
3,535
-148
| -4% | -$10.8K | 0.26% | 103 |
|
|
2015
Q3 | $260K | Buy |
+3,683
| New | +$260K | 0.25% | 96 |
|