BWAM
Boyd Watterson Asset Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-20,930
| Closed | -$672K | – | 110 |
|
|
2019
Q4 | $672K | Buy |
20,930
+3,800
| +22% | +$122K | 0.44% | 71 |
|
|
2019
Q3 | $479K | Sell |
17,130
-876
| -5% | -$24.5K | 0.34% | 78 |
|
|
2019
Q2 | $559K | Buy |
+18,006
| New | +$559K | 0.38% | 74 |
|
|
2018
Q4 | – | Sell |
-5,094
| Closed | -$281K | – | 124 |
|
|
2018
Q3 | $281K | Buy |
+5,094
| New | +$281K | 0.16% | 113 |
|