Concert Wealth Management’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5,937
| Closed | -$520K | – | 302 |
|
|
2017
Q1 | $520K | Buy |
+5,937
| New | +$520K | 0.12% | 236 |
|
|
2016
Q4 | – | Sell |
-35,775
| Closed | -$3.21M | – | 744 |
|
|
2016
Q3 | $3.21M | Buy |
35,775
+723
| +2% | +$64.8K | 0.39% | 46 |
|
|
2016
Q2 | $3.12M | Buy |
35,052
+3,833
| +12% | +$341K | 0.42% | 43 |
|
|
2016
Q1 | $2.45M | Buy |
31,219
+869
| +3% | +$68.3K | 0.33% | 65 |
|
|
2015
Q4 | $2.21M | Sell |
30,350
-825
| -3% | -$60.1K | 0.3% | 70 |
|
|
2015
Q3 | $2.2M | Buy |
+31,175
| New | +$2.2M | 0.3% | 71 |
|