CapWealth Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-66
| Closed | -$6K | – | 181 |
|
|
2016
Q3 | $6K | Hold |
66
| – | – | ﹤0.01% | 240 |
|
|
2016
Q2 | $6K | Sell |
66
-146
| -69% | -$13.3K | ﹤0.01% | 233 |
|
|
2016
Q1 | $17K | Buy |
212
+146
| +221% | +$11.7K | ﹤0.01% | 205 |
|
|
2015
Q4 | $5K | Hold |
66
| – | – | ﹤0.01% | 222 |
|
|
2015
Q3 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 224 |
|