Genovese Burford & Brothers Wealth & Retirement Plan Management’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-58
| Closed | -$4K | – | 230 |
|
|
2018
Q2 | $4K | Hold |
58
| – | – | ﹤0.01% | 374 |
|
|
2018
Q1 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 378 |
|
|
2017
Q4 | – | Sell |
-46
| Closed | -$3K | – | 356 |
|
|
2017
Q3 | $3K | Hold |
46
| – | – | ﹤0.01% | 358 |
|
|
2017
Q2 | $3K | Hold |
46
| – | – | ﹤0.01% | 341 |
|
|
2017
Q1 | $5K | Sell |
46
-125
| -73% | -$13.6K | ﹤0.01% | 346 |
|
|
2016
Q4 | $15K | Buy |
171
+125
| +272% | +$11K | ﹤0.01% | 282 |
|
|
2016
Q3 | $4K | Hold |
46
| – | – | ﹤0.01% | 352 |
|
|
2016
Q2 | $4K | Sell |
46
-46
| -50% | -$4K | ﹤0.01% | 330 |
|
|
2016
Q1 | $7K | Buy |
92
+46
| +100% | +$3.5K | ﹤0.01% | 291 |
|
|
2015
Q4 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 329 |
|