Beaton Management Company’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,772
| Closed | -$248K | – | 116 |
|
|
2018
Q4 | $248K | Sell |
5,772
-100
| -2% | -$4.3K | 0.24% | 96 |
|
|
2018
Q3 | $324K | Hold |
5,872
| – | – | 0.27% | 97 |
|
|
2018
Q2 | $369K | Buy |
5,872
+100
| +2% | +$6.28K | 0.33% | 82 |
|
|
2018
Q1 | $360K | Buy |
5,772
+401
| +7% | +$25K | 0.33% | 83 |
|
|
2017
Q4 | $418K | Buy |
5,371
+33
| +0.6% | +$2.57K | 0.38% | 73 |
|
|
2017
Q3 | $414K | Sell |
5,338
-271
| -5% | -$21K | 0.39% | 73 |
|
|
2017
Q2 | $480K | Buy |
+5,609
| New | +$480K | 0.48% | 61 |
|