Douglas Lane & Associates’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,730
| Closed | -$204K | – | 220 |
|
|
2018
Q4 | $204K | Sell |
4,730
-167
| -3% | -$7.2K | ﹤0.01% | 202 |
|
|
2018
Q3 | $270K | Buy |
4,897
+242
| +5% | +$13.3K | 0.01% | 185 |
|
|
2018
Q2 | $292K | Buy |
4,655
+1,342
| +41% | +$84.2K | 0.01% | 178 |
|
|
2018
Q1 | $206K | Sell |
3,313
-94
| -3% | -$5.85K | ﹤0.01% | 193 |
|
|
2017
Q4 | $265K | Buy |
3,407
+57
| +2% | +$4.43K | 0.01% | 186 |
|
|
2017
Q3 | $260K | Sell |
3,350
-406
| -11% | -$31.5K | 0.01% | 190 |
|
|
2017
Q2 | $322K | Buy |
3,756
+206
| +6% | +$17.7K | 0.01% | 179 |
|
|
2017
Q1 | $322K | Sell |
3,550
-199
| -5% | -$18.1K | 0.01% | 181 |
|
|
2016
Q4 | $327K | Sell |
3,749
-250
| -6% | -$21.8K | 0.01% | 187 |
|
|
2016
Q3 | $358K | Sell |
3,999
-508
| -11% | -$45.5K | 0.01% | 183 |
|
|
2016
Q2 | $399K | Sell |
4,507
-1,466
| -25% | -$130K | 0.01% | 181 |
|
|
2016
Q1 | $469K | Buy |
+5,973
| New | +$469K | 0.01% | 176 |
|