Fiduciary Financial Services of The Southwest’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 |
-7,829
| Closed | -$243K | – | 148 |
|
|
2019
Q2 | $243K | Sell |
7,829
-1,853
| -19% | -$57.5K | 0.07% | 137 |
|
|
2019
Q1 | $316K | Sell |
9,682
-1,970
| -17% | -$64.3K | 0.09% | 130 |
|
|
2018
Q4 | $502K | Sell |
11,652
-2,755
| -19% | -$119K | 0.16% | 108 |
|
|
2018
Q3 | $794K | Sell |
14,407
-1,548
| -10% | -$85.3K | 0.22% | 99 |
|
|
2018
Q2 | $1M | Sell |
15,955
-1,801
| -10% | -$113K | 0.3% | 83 |
|
|
2018
Q1 | $1.11M | Sell |
17,756
-2,596
| -13% | -$162K | 0.34% | 77 |
|
|
2017
Q4 | $1.58M | Sell |
20,352
-653
| -3% | -$50.8K | 0.46% | 66 |
|
|
2017
Q3 | $1.63M | Sell |
21,005
-331
| -2% | -$25.7K | 0.49% | 65 |
|
|
2017
Q2 | $1.83M | Buy |
21,336
+913
| +4% | +$78.2K | 0.56% | 59 |
|
|
2017
Q1 | $1.86M | Sell |
20,423
-739
| -3% | -$67.1K | 0.59% | 56 |
|
|
2016
Q4 | $1.85M | Hold |
21,162
| – | – | 0.61% | 52 |
|
|
2016
Q3 | $1.89M | Sell |
21,162
-356
| -2% | -$31.9K | 0.61% | 53 |
|
|
2016
Q2 | $1.9M | Buy |
21,518
+270
| +1% | +$23.9K | 0.61% | 54 |
|
|
2016
Q1 | $1.67M | Sell |
21,248
-12
| -0.1% | -$943 | 0.59% | 51 |
|
|
2015
Q4 | $1.55M | Buy |
21,260
+247
| +1% | +$18K | 0.55% | 54 |
|
|
2015
Q3 | $1.48M | Buy |
+21,013
| New | +$1.48M | 0.52% | 58 |
|