FAM
Formidable Asset Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-17,030
| Closed | -$1.54M | – | 289 |
|
|
2019
Q1 | $1.54M | Buy |
+17,030
| New | +$1.54M | 0.6% | 35 |
|
|
2017
Q4 | – | Sell |
-3,073
| Closed | -$238K | – | 160 |
|
|
2017
Q3 | $238K | Sell |
3,073
-258
| -8% | -$20K | 0.1% | 171 |
|
|
2017
Q2 | $285K | Hold |
3,331
| – | – | 0.14% | 124 |
|
|
2017
Q1 | $298K | Sell |
3,331
-100
| -3% | -$8.95K | 0.13% | 145 |
|
|
2016
Q4 | $300K | Hold |
3,431
| – | – | 0.15% | 134 |
|
|
2016
Q3 | $307K | Buy |
3,431
+272
| +9% | +$24.3K | 0.15% | 130 |
|
|
2016
Q2 | $279K | Buy |
3,159
+766
| +32% | +$67.7K | 0.16% | 129 |
|
|
2016
Q1 | $188K | Sell |
2,393
-651
| -21% | -$51.1K | 0.13% | 122 |
|
|
2015
Q4 | $223K | Sell |
3,044
-98
| -3% | -$7.18K | 0.15% | 125 |
|
|
2015
Q3 | $221K | Buy |
+3,142
| New | +$221K | 0.15% | 133 |
|