BigSur 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 |
-3,293
| Closed | -$256K | – | 111 |
|
|
2017
Q4 | $256K | Hold |
3,293
| – | – | 0.25% | 76 |
|
|
2017
Q3 | $255K | Hold |
3,293
| – | – | 0.26% | 77 |
|
|
2017
Q2 | $287K | Hold |
3,293
| – | – | 0.29% | 68 |
|
|
2017
Q1 | $294K | Sell |
3,293
-200
| -6% | -$17.9K | 0.32% | 64 |
|
|
2016
Q4 | $305K | Buy |
+3,493
| New | +$305K | 0.41% | 57 |
|