Court Place Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,924
| Closed | -$215K | – | 181 |
|
|
2019
Q2 | $215K | Sell |
6,924
-1,261
| -15% | -$39.2K | 0.08% | 167 |
|
|
2019
Q1 | $267K | Sell |
8,185
-1,529
| -16% | -$49.9K | 0.11% | 145 |
|
|
2018
Q4 | $418K | Buy |
9,714
+2,939
| +43% | +$126K | 0.19% | 111 |
|
|
2018
Q3 | $373K | Buy |
6,775
+870
| +15% | +$47.9K | 0.14% | 125 |
|
|
2018
Q2 | $371K | Sell |
5,905
-4
| -0.1% | -$251 | 0.15% | 120 |
|
|
2018
Q1 | $368K | Buy |
+5,909
| New | +$368K | 0.15% | 123 |
|