BAM
Bruderman Asset Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,135
| Closed | -$102K | – | 348 |
|
|
2019
Q1 | $102K | Sell |
3,135
-26
| -0.8% | -$846 | 0.02% | 195 |
|
|
2018
Q4 | $136K | Buy |
3,161
+2,192
| +226% | +$94.3K | 0.04% | 142 |
|
|
2018
Q3 | $53K | Sell |
969
-32,846
| -97% | -$1.8M | 0.01% | 185 |
|
|
2018
Q2 | $2.12M | Buy |
33,815
+31,267
| +1,227% | +$1.96M | 0.52% | 57 |
|
|
2018
Q1 | $159K | Sell |
2,548
-205
| -7% | -$12.8K | 0.04% | 136 |
|
|
2017
Q4 | $214K | Sell |
2,753
-13
| -0.5% | -$1.01K | 0.05% | 116 |
|
|
2017
Q3 | $214K | Buy |
2,766
+6
| +0.2% | +$464 | 0.06% | 116 |
|
|
2017
Q2 | $236K | Buy |
2,760
+5
| +0.2% | +$428 | 0.06% | 109 |
|
|
2017
Q1 | $250K | Sell |
2,755
-4
| -0.1% | -$363 | 0.07% | 103 |
|
|
2016
Q4 | $241K | Buy |
2,759
+10
| +0.4% | +$874 | 0.07% | 101 |
|
|
2016
Q3 | $246K | Buy |
2,749
+1
| +0% | +$89 | 0.07% | 109 |
|
|
2016
Q2 | $243K | Sell |
2,748
-84
| -3% | -$7.43K | 0.08% | 109 |
|
|
2016
Q1 | $223K | Buy |
2,832
+87
| +3% | +$6.85K | 0.08% | 111 |
|
|
2015
Q4 | $200K | Sell |
2,745
-366
| -12% | -$26.7K | 0.08% | 118 |
|
|
2015
Q3 | $220K | Buy |
+3,111
| New | +$220K | 0.09% | 101 |
|