Everett Harris & Co’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,415
| Closed | -$207K | – | 243 |
|
|
2017
Q2 | $207K | Hold |
2,415
| – | – | 0.01% | 224 |
|
|
2017
Q1 | $219K | Hold |
2,415
| – | – | 0.01% | 218 |
|
|
2016
Q4 | $211K | Buy |
2,415
+1
| +0% | +$87 | 0.01% | 216 |
|
|
2016
Q3 | $216K | Hold |
2,414
| – | – | 0.01% | 215 |
|
|
2016
Q2 | $214K | Sell |
2,414
-6,228
| -72% | -$552K | 0.01% | 220 |
|
|
2016
Q1 | $679K | Hold |
8,642
| – | – | 0.02% | 157 |
|
|
2015
Q4 | $629K | Hold |
8,642
| – | – | 0.02% | 155 |
|
|
2015
Q3 | $610K | Buy |
+8,642
| New | +$610K | 0.02% | 159 |
|