Doyle Wealth Management’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 |
-656
| Closed | -$20K | – | 494 |
|
|
2019
Q2 | $20K | Buy |
+656
| New | +$20K | ﹤0.01% | 508 |
|
|
2019
Q1 | – | Sell |
-148,247
| Closed | -$6.38M | – | 479 |
|
|
2018
Q4 | $6.38M | Buy |
148,247
+124,877
| +534% | +$5.38M | 1.08% | 34 |
|
|
2018
Q3 | $1.29M | Buy |
23,370
+5,697
| +32% | +$314K | 0.2% | 62 |
|
|
2018
Q2 | $1.11M | Buy |
+17,673
| New | +$1.11M | 0.18% | 66 |
|