Clarus Wealth Advisors’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,419
| Closed | -$75K | – | 373 |
|
|
2019
Q2 | $75K | Buy |
2,419
+13
| +0.5% | +$403 | 0.05% | 235 |
|
|
2019
Q1 | $79K | Buy |
2,406
+1,096
| +84% | +$36K | 0.06% | 228 |
|
|
2018
Q4 | $56K | Buy |
1,310
+905
| +223% | +$38.7K | 0.09% | 245 |
|
|
2018
Q3 | $22K | Buy |
405
+2
| +0.5% | +$109 | 0.01% | 417 |
|
|
2018
Q2 | $25K | Buy |
+403
| New | +$25K | 0.02% | 391 |
|