Financial Advocates Investment Management’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-21,141
| Closed | -$833K | – | 742 |
|
|
2022
Q1 | $833K | Sell |
21,141
-349
| -2% | -$13.8K | 0.05% | 335 |
|
|
2021
Q4 | $772K | Sell |
21,490
-878
| -4% | -$31.5K | 0.05% | 380 |
|
|
2021
Q3 | $823K | Buy |
22,368
+15,977
| +250% | +$588K | 0.06% | 356 |
|
|
2021
Q2 | $406K | Sell |
6,391
-19,985
| -76% | -$1.27M | 0.03% | 517 |
|
|
2021
Q1 | $1.29M | Buy |
26,376
+3,650
| +16% | +$178K | 0.09% | 253 |
|
|
2020
Q4 | $788K | Buy |
+22,726
| New | +$788K | 0.05% | 352 |
|
|
2018
Q1 | – | Sell |
-3,284
| Closed | -$256K | – | 518 |
|
|
2017
Q4 | $256K | Buy |
+3,284
| New | +$256K | 0.03% | 390 |
|