Cypress Wealth Services’s Kraft Heinz KHC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-14,126	Closed	-$450K	–	393
2020 Q2	$450K	Sell	14,126 -4	-0%	-$120	0.11%	155
2020 Q1	$350K	Sell	14,130 -209	-1%	-$5.73K	0.1%	164
2019 Q4	$461K	Buy	14,339 +105	+0.7%	+$3.18K	0.12%	142
2019 Q3	$398K	Buy	14,234 +534	+4%	+$15.4K	0.11%	153
2019 Q2	$425K	Buy	13,700 +204	+2%	+$6.43K	0.12%	143
2019 Q1	$441K	Buy	13,496 +71	+0.5%	+$2.89K	0.14%	133
2018 Q4	$578K	Sell	13,425 -589	-4%	-$30.5K	0.23%	101
2018 Q3	$772K	Sell	14,014 -39	-0.3%	-$2.33K	0.28%	92
2018 Q2	$883K	Buy	14,053 +558	+4%	+$33.1K	0.34%	84
2018 Q1	$841K	Buy	13,495 +1	+0%	+$72	0.36%	78
2017 Q4	$1.05M	Buy	+13,494	New	+$1.06M	0.44%	64