Evolution Wealth Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,463
| Closed | -$54K | – | 407 |
|
2021
Q3 | $54K | Buy |
1,463
+1,365
| +1,393% | +$50.4K | 0.01% | 203 |
|
2021
Q2 | $4K | Hold |
98
| – | – | ﹤0.01% | 555 |
|
2021
Q1 | $4K | Sell |
98
-10
| -9% | -$408 | ﹤0.01% | 561 |
|
2020
Q4 | $4K | Sell |
108
-87
| -45% | -$3.22K | ﹤0.01% | 485 |
|
2020
Q3 | $6K | Buy |
195
+100
| +105% | +$3.08K | ﹤0.01% | 418 |
|
2020
Q2 | $3K | Buy |
95
+85
| +850% | +$2.68K | ﹤0.01% | 441 |
|
2020
Q1 | $0 | Sell |
10
-5,777
| -100% | – | ﹤0.01% | 502 |
|
2019
Q4 | $186K | Buy |
5,787
+5,377
| +1,311% | +$173K | 0.05% | 80 |
|
2019
Q3 | $11K | Buy |
410
+210
| +105% | +$5.63K | 0.01% | 157 |
|
2019
Q2 | $6K | Buy |
200
+190
| +1,900% | +$5.7K | ﹤0.01% | 240 |
|
2019
Q1 | $0 | Buy |
+10
| New | – | ﹤0.01% | 128 |
|