Fusion Family Wealth’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-63
| Closed | -$3K | – | 199 |
|
2018
Q4 | $3K | Hold |
63
| – | – | ﹤0.01% | 220 |
|
2018
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 231 |
|
2018
Q2 | $4K | Hold |
63
| – | – | ﹤0.01% | 244 |
|
2018
Q1 | $4K | Hold |
63
| – | – | ﹤0.01% | 228 |
|
2017
Q4 | $5K | Buy |
63
+29
| +85% | +$2.3K | ﹤0.01% | 234 |
|
2017
Q3 | $3K | Sell |
34
-29
| -46% | -$2.56K | ﹤0.01% | 191 |
|
2017
Q2 | $5K | Hold |
63
| – | – | ﹤0.01% | 227 |
|
2017
Q1 | $6K | Hold |
63
| – | – | ﹤0.01% | 219 |
|
2016
Q4 | $5K | Buy |
+63
| New | +$5K | ﹤0.01% | 310 |
|