Coe Capital Management’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-33,811
| Closed | -$1.17M | – | 111 |
|
|
2020
Q4 | $1.17M | Sell |
33,811
-987
| -3% | -$34.2K | 1.28% | 26 |
|
|
2020
Q3 | $1.04M | Sell |
34,798
-627
| -2% | -$18.8K | 1.4% | 25 |
|
|
2020
Q2 | $1.13M | Sell |
35,425
-329
| -0.9% | -$10.5K | 1.68% | 22 |
|
|
2020
Q1 | $885K | Buy |
+35,754
| New | +$885K | 1.48% | 27 |
|