Burt Wealth Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-75
| Closed | -$2K | – | 414 |
|
|
2019
Q4 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 320 |
|
|
2019
Q3 | – | Sell |
-34
| Closed | -$1K | – | 344 |
|
|
2019
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 332 |
|
|
2019
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 346 |
|
|
2018
Q4 | $1K | Hold |
34
| – | – | ﹤0.01% | 344 |
|
|
2018
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 355 |
|
|
2018
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 344 |
|
|
2018
Q1 | $2K | Sell |
34
-35
| -51% | -$2.06K | ﹤0.01% | 351 |
|
|
2017
Q4 | $5K | Hold |
69
| – | – | ﹤0.01% | 306 |
|
|
2017
Q3 | $5K | Hold |
69
| – | – | ﹤0.01% | 298 |
|
|
2017
Q2 | $5K | Hold |
69
| – | – | ﹤0.01% | 334 |
|
|
2017
Q1 | $6K | Sell |
69
-70
| -50% | -$6.09K | ﹤0.01% | 289 |
|
|
2016
Q4 | $12K | Hold |
139
| – | – | 0.01% | 268 |
|
|
2016
Q3 | $12K | Sell |
139
-69
| -33% | -$5.96K | 0.01% | 254 |
|
|
2016
Q2 | $18K | Hold |
208
| – | – | 0.02% | 228 |
|
|
2016
Q1 | $16K | Buy |
+208
| New | +$16K | 0.01% | 275 |
|