CWA
Cypress Wealth Advisors’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $242K | Buy |
7,415
+751
| +11% | +$24.5K | 0.28% | 67 |
|
|
2018
Q4 | $287K | Sell |
6,664
-48
| -0.7% | -$2.07K | 0.39% | 60 |
|
|
2018
Q3 | $370K | Buy |
6,712
+48
| +0.7% | +$2.65K | 0.39% | 58 |
|
|
2018
Q2 | $419K | Sell |
6,664
-552
| -8% | -$34.7K | 0.45% | 56 |
|
|
2018
Q1 | $449K | Buy |
7,216
+104
| +1% | +$6.47K | 0.49% | 55 |
|
|
2017
Q4 | $553K | Buy |
7,112
+2
| +0% | +$156 | 0.53% | 53 |
|
|
2017
Q3 | $551K | Sell |
7,110
-169
| -2% | -$13.1K | 0.89% | 31 |
|
|
2017
Q2 | $623K | Sell |
7,279
-1,135
| -13% | -$97.1K | 0.73% | 39 |
|
|
2017
Q1 | $764K | Buy |
8,414
+167
| +2% | +$15.2K | 0.35% | 64 |
|
|
2016
Q4 | $720K | Sell |
8,247
-116
| -1% | -$10.1K | 0.33% | 69 |
|
|
2016
Q3 | $749K | Buy |
8,363
+226
| +3% | +$20.2K | 0.34% | 66 |
|
|
2016
Q2 | $720K | Buy |
8,137
+40
| +0.5% | +$3.54K | 0.36% | 66 |
|
|
2016
Q1 | $636K | Sell |
8,097
-13
| -0.2% | -$1.02K | 0.29% | 74 |
|
|
2015
Q4 | $590K | Buy |
8,110
+26
| +0.3% | +$1.89K | 0.3% | 77 |
|
|
2015
Q3 | $571K | Buy |
+8,084
| New | +$571K | 0.31% | 69 |
|