Bernicke Wealth 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
Q1
Sell
-6,073
Closed -$472K 51
2017
Q4
$472K Buy
6,073
+503
+9% +$39.1K 0.36% 47
2017
Q3
$432K Buy
5,570
+910
+20% +$70.6K 0.34% 46
2017
Q2
$399K Buy
4,660
+1,780
+62% +$152K 0.32% 45
2017
Q1
$262K Buy
+2,880
New +$262K 0.22% 51