CWM
CMH Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-15,113
| Closed | -$1.18M | – | 57 |
|
|
2017
Q3 | $1.18M | Sell |
15,113
-2,345
| -13% | -$183K | 0.87% | 40 |
|
|
2017
Q2 | $1.49M | Sell |
17,458
-450
| -3% | -$38.5K | 1.19% | 34 |
|
|
2017
Q1 | $1.65M | Sell |
17,908
-55
| -0.3% | -$5.06K | 1.29% | 32 |
|
|
2016
Q4 | $1.57M | Buy |
+17,963
| New | +$1.57M | 1.38% | 29 |
|