Clear Perspective Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,008
| Closed | -$62K | – | 175 |
|
|
2019
Q2 | $62K | Buy |
+2,008
| New | +$62K | 0.04% | 169 |
|
|
2019
Q1 | – | Sell |
-5,061
| Closed | -$218K | – | 143 |
|
|
2018
Q4 | $218K | Sell |
5,061
-1,800
| -26% | -$77.5K | 0.18% | 126 |
|
|
2018
Q3 | $378K | Hold |
6,861
| – | – | 0.28% | 101 |
|
|
2018
Q2 | $431K | Sell |
6,861
-1,000
| -13% | -$62.8K | 0.3% | 89 |
|
|
2018
Q1 | $490K | Hold |
7,861
| – | – | 0.37% | 76 |
|
|
2017
Q4 | $611K | Sell |
7,861
-75
| -0.9% | -$5.83K | 0.47% | 59 |
|
|
2017
Q3 | $615K | Hold |
7,936
| – | – | 0.5% | 52 |
|
|
2017
Q2 | $680K | Hold |
7,936
| – | – | 0.57% | 47 |
|
|
2017
Q1 | $721K | Hold |
7,936
| – | – | 0.48% | 50 |
|
|
2016
Q4 | $693K | Buy |
+7,936
| New | +$693K | 0.46% | 50 |
|