Edge 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
Q4 | – | Sell |
-5,000
| Closed | -$139K | – | 618 |
|
|
2019
Q3 | $139K | Hold |
5,000
| – | – | 0.03% | 164 |
|
|
2019
Q2 | $154K | Hold |
5,000
| – | – | 0.03% | 159 |
|
|
2019
Q1 | $164K | Buy |
+5,000
| New | +$164K | 0.04% | 148 |
|
|
2018
Q4 | – | Sell |
-1,245
| Closed | -$69K | – | 588 |
|
|
2018
Q3 | $69K | Hold |
1,245
| – | – | 0.02% | 226 |
|
|
2018
Q2 | $78K | Hold |
1,245
| – | – | 0.02% | 208 |
|
|
2018
Q1 | $78K | Hold |
1,245
| – | – | 0.02% | 184 |
|
|
2017
Q4 | $97K | Hold |
1,245
| – | – | 0.03% | 173 |
|
|
2017
Q3 | $97K | Hold |
1,245
| – | – | 0.03% | 171 |
|
|
2017
Q2 | $105K | Hold |
1,245
| – | – | 0.03% | 164 |
|
|
2017
Q1 | $113K | Hold |
1,245
| – | – | 0.04% | 156 |
|
|
2016
Q4 | $109K | Hold |
1,245
| – | – | 0.04% | 148 |
|
|
2016
Q3 | $111K | Hold |
1,245
| – | – | 0.05% | 136 |
|
|
2016
Q2 | $110K | Hold |
1,245
| – | – | 0.05% | 127 |
|
|
2016
Q1 | $98K | Hold |
1,245
| – | – | 0.04% | 137 |
|
|
2015
Q4 | $91K | Hold |
1,245
| – | – | 0.03% | 151 |
|
|
2015
Q3 | $88K | Buy |
+1,245
| New | +$88K | 0.03% | 142 |
|