BWM
Biltmore Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-7,540
| Closed | -$474K | – | 45 |
|
|
2018
Q2 | $474K | Sell |
7,540
-263
| -3% | -$16.5K | 0.43% | 27 |
|
|
2018
Q1 | $486K | Buy |
7,803
+65
| +0.8% | +$4.05K | 0.46% | 26 |
|
|
2017
Q4 | $602K | Buy |
7,738
+39
| +0.5% | +$3.03K | 0.54% | 23 |
|
|
2017
Q3 | $597K | Sell |
7,699
-176
| -2% | -$13.6K | 0.63% | 23 |
|
|
2017
Q2 | $674K | Buy |
7,875
+287
| +4% | +$24.6K | 0.76% | 21 |
|
|
2017
Q1 | $689K | Sell |
7,588
-108
| -1% | -$9.81K | 0.63% | 18 |
|
|
2016
Q4 | $672K | Hold |
7,696
| – | – | 0.62% | 14 |
|
|
2016
Q3 | $689K | Buy |
+7,696
| New | +$689K | 0.61% | 14 |
|