Financial Architects (New Jersey)’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-380
| Closed | -$12K | – | 531 |
|
|
2020
Q2 | $12K | Hold |
380
| – | – | ﹤0.01% | 621 |
|
|
2020
Q1 | $9K | Sell |
380
-548
| -59% | -$13K | ﹤0.01% | 639 |
|
|
2019
Q4 | $30K | Sell |
928
-6,284
| -87% | -$203K | 0.01% | 500 |
|
|
2019
Q3 | $201K | Sell |
7,212
-1,169
| -14% | -$32.6K | 0.05% | 227 |
|
|
2019
Q2 | $260K | Sell |
8,381
-33,134
| -80% | -$1.03M | 0.05% | 212 |
|
|
2019
Q1 | $1.36M | Sell |
41,515
-1,968
| -5% | -$64.3K | 0.23% | 84 |
|
|
2018
Q4 | $1.87M | Buy |
43,483
+12,762
| +42% | +$549K | 0.36% | 52 |
|
|
2018
Q3 | $1.69M | Buy |
30,721
+4,592
| +18% | +$253K | 0.28% | 64 |
|
|
2018
Q2 | $1.64M | Buy |
26,129
+5,619
| +27% | +$353K | 0.29% | 66 |
|
|
2018
Q1 | $1.28M | Buy |
20,510
+7,520
| +58% | +$468K | 0.25% | 72 |
|
|
2017
Q4 | $1.01M | Sell |
12,990
-492
| -4% | -$38.3K | 0.17% | 100 |
|
|
2017
Q3 | $1.05M | Sell |
13,482
-802
| -6% | -$62.2K | 0.19% | 97 |
|
|
2017
Q2 | $1.22M | Buy |
14,284
+1
| +0% | +$86 | 0.22% | 81 |
|
|
2017
Q1 | $1.3M | Buy |
14,283
+484
| +4% | +$44K | 0.23% | 84 |
|
|
2016
Q4 | $1.21M | Buy |
13,799
+384
| +3% | +$33.5K | 0.28% | 74 |
|
|
2016
Q3 | $1.2M | Buy |
13,415
+507
| +4% | +$45.4K | 0.32% | 68 |
|
|
2016
Q2 | $1.14M | Buy |
12,908
+650
| +5% | +$57.5K | 0.32% | 69 |
|
|
2016
Q1 | $963K | Buy |
12,258
+586
| +5% | +$46K | 0.34% | 66 |
|
|
2015
Q4 | $849K | Buy |
11,672
+49
| +0.4% | +$3.56K | 0.34% | 70 |
|
|
2015
Q3 | $820K | Buy |
+11,623
| New | +$820K | 0.35% | 67 |
|