CWS
Cypress Wealth Services’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-14,126
| Closed | -$450K | – | 137 |
|
|
2020
Q2 | $450K | Sell |
14,126
-4
| -0% | -$127 | 0.11% | 155 |
|
|
2020
Q1 | $350K | Sell |
14,130
-209
| -1% | -$5.18K | 0.1% | 164 |
|
|
2019
Q4 | $461K | Buy |
14,339
+105
| +0.7% | +$3.38K | 0.12% | 142 |
|
|
2019
Q3 | $398K | Buy |
14,234
+534
| +4% | +$14.9K | 0.11% | 153 |
|
|
2019
Q2 | $425K | Buy |
13,700
+204
| +2% | +$6.33K | 0.12% | 143 |
|
|
2019
Q1 | $441K | Buy |
13,496
+71
| +0.5% | +$2.32K | 0.14% | 133 |
|
|
2018
Q4 | $578K | Sell |
13,425
-589
| -4% | -$25.4K | 0.23% | 101 |
|
|
2018
Q3 | $772K | Sell |
14,014
-39
| -0.3% | -$2.15K | 0.28% | 92 |
|
|
2018
Q2 | $883K | Buy |
14,053
+558
| +4% | +$35.1K | 0.34% | 84 |
|
|
2018
Q1 | $841K | Buy |
13,495
+1
| +0% | +$62 | 0.36% | 78 |
|
|
2017
Q4 | $1.05M | Buy |
+13,494
| New | +$1.05M | 0.44% | 64 |
|