CWM
C2C Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,779
| Closed | -$323K | – | 166 |
|
|
2023
Q3 | $323K | Hold |
9,779
| – | – | 0.05% | 192 |
|
|
2023
Q2 | $348K | Sell |
9,779
-173
| -2% | -$6.16K | 0.05% | 190 |
|
|
2023
Q1 | $391K | Sell |
9,952
-328
| -3% | -$12.9K | 0.06% | 170 |
|
|
2022
Q4 | $413K | Sell |
10,280
-63
| -0.6% | -$2.53K | 0.07% | 115 |
|
|
2022
Q3 | $355K | Sell |
10,343
-1,576
| -13% | -$54.1K | 0.07% | 126 |
|
|
2022
Q2 | $462K | Sell |
11,919
-11,026
| -48% | -$427K | 0.08% | 110 |
|
|
2022
Q1 | $988K | Sell |
22,945
-13,713
| -37% | -$590K | 0.17% | 75 |
|
|
2021
Q4 | $1.32M | Buy |
+36,658
| New | +$1.32M | 0.19% | 66 |
|