Beacon Investment Advisory Services’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-10,886
| Closed | -$355K | – | 232 |
|
|
2019
Q1 | $355K | Sell |
10,886
-23,800
| -69% | -$776K | 0.04% | 178 |
|
|
2018
Q4 | $1.49M | Sell |
34,686
-9,574
| -22% | -$412K | 0.17% | 98 |
|
|
2018
Q3 | $2.44M | Sell |
44,260
-3,869
| -8% | -$213K | 0.24% | 86 |
|
|
2018
Q2 | $3.02M | Sell |
48,129
-2,117
| -4% | -$133K | 0.31% | 79 |
|
|
2018
Q1 | $3.13M | Sell |
50,246
-468
| -0.9% | -$29.2K | 0.32% | 79 |
|
|
2017
Q4 | $3.94M | Sell |
50,714
-12,640
| -20% | -$983K | 0.42% | 71 |
|
|
2017
Q3 | $4.91M | Buy |
63,354
+57,628
| +1,006% | +$4.47M | 0.42% | 68 |
|
|
2017
Q2 | $490K | Buy |
5,726
+2,646
| +86% | +$226K | 0.09% | 42 |
|
|
2017
Q1 | $280K | Buy |
+3,080
| New | +$280K | 0.05% | 68 |
|