CW
Cobiz Wealth’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-50,987
| Closed | -$2.81M | – | 130 |
|
|
2018
Q3 | $2.81M | Buy |
50,987
+920
| +2% | +$50.7K | 0.54% | 54 |
|
|
2018
Q2 | $3.15M | Sell |
50,067
-3,418
| -6% | -$215K | 0.64% | 52 |
|
|
2018
Q1 | $3.33M | Buy |
53,485
+3,279
| +7% | +$204K | 0.7% | 52 |
|
|
2017
Q4 | $3.9M | Sell |
50,206
-14,016
| -22% | -$1.09M | 0.82% | 48 |
|
|
2017
Q3 | $4.98M | Buy |
64,222
+1,128
| +2% | +$87.5K | 1.09% | 43 |
|
|
2017
Q2 | $5.4M | Buy |
63,094
+13,284
| +27% | +$1.14M | 1.2% | 38 |
|
|
2017
Q1 | $4.52M | Buy |
+49,810
| New | +$4.52M | 1.01% | 49 |
|