Avantax Planning Partners’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,618
| Closed | -$269K | – | 385 |
|
|
2022
Q4 | $269K | Buy |
6,618
+204
| +3% | +$8.31K | 0.01% | 312 |
|
|
2022
Q3 | $214K | Sell |
6,414
-312
| -5% | -$10.4K | 0.01% | 319 |
|
|
2022
Q2 | $257K | Buy |
6,726
+458
| +7% | +$17.5K | 0.01% | 292 |
|
|
2022
Q1 | $247K | Sell |
6,268
-19
| -0.3% | -$749 | 0.01% | 313 |
|
|
2021
Q4 | $226K | Buy |
6,287
+22
| +0.4% | +$791 | 0.01% | 318 |
|
|
2021
Q3 | $231K | Sell |
6,265
-34
| -0.5% | -$1.25K | 0.01% | 296 |
|
|
2021
Q2 | $257K | Buy |
6,299
+439
| +7% | +$17.9K | 0.01% | 279 |
|
|
2021
Q1 | $234K | Sell |
5,860
-624
| -10% | -$24.9K | 0.01% | 276 |
|
|
2020
Q4 | $225K | Sell |
6,484
-1,225
| -16% | -$42.5K | 0.01% | 261 |
|
|
2020
Q3 | $231K | Buy |
7,709
+259
| +3% | +$7.76K | 0.01% | 261 |
|
|
2020
Q2 | $238K | Buy |
+7,450
| New | +$238K | 0.01% | 244 |
|
|
2019
Q1 | – | Sell |
-8,093
| Closed | -$348K | – | 302 |
|
|
2018
Q4 | $348K | Sell |
8,093
-3,780
| -32% | -$163K | 0.03% | 177 |
|
|
2018
Q3 | $654K | Buy |
11,873
+1,167
| +11% | +$64.3K | 0.05% | 120 |
|
|
2018
Q2 | $673K | Buy |
10,706
+673
| +7% | +$42.3K | 0.06% | 107 |
|
|
2018
Q1 | $625K | Buy |
10,033
+7,450
| +288% | +$464K | 0.05% | 154 |
|
|
2017
Q4 | $201K | Sell |
2,583
-540
| -17% | -$42K | 0.02% | 296 |
|
|
2017
Q3 | $242K | Buy |
3,123
+149
| +5% | +$11.5K | 0.02% | 328 |
|
|
2017
Q2 | $255K | Buy |
2,974
+545
| +22% | +$46.7K | 0.02% | 285 |
|
|
2017
Q1 | $221K | Sell |
2,429
-17
| -0.7% | -$1.55K | 0.02% | 302 |
|
|
2016
Q4 | $214K | Buy |
+2,446
| New | +$214K | 0.02% | 286 |
|