CWM
Compass Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,200
| Closed | -$42.1K | – | 397 |
|
|
2024
Q3 | $42.1K | Sell |
1,200
-79
| -6% | -$2.77K | 0.01% | 271 |
|
|
2024
Q2 | $41.2K | Buy |
1,279
+79
| +7% | +$2.55K | 0.01% | 271 |
|
|
2024
Q1 | $44.3K | Hold |
1,200
| – | – | 0.01% | 259 |
|
|
2023
Q4 | $44.4K | Hold |
1,200
| – | – | 0.01% | 256 |
|
|
2023
Q3 | $40.4K | Hold |
1,200
| – | – | 0.01% | 250 |
|
|
2023
Q2 | $42.6K | Hold |
1,200
| – | – | 0.01% | 253 |
|
|
2023
Q1 | $46.4K | Hold |
1,200
| – | – | 0.01% | 246 |
|
|
2022
Q4 | $48.9K | Buy |
+1,200
| New | +$48.9K | 0.02% | 234 |
|