GW & Wade’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,430
| Closed | -$266K | – | 228 |
|
|
2017
Q3 | $266K | Buy |
3,430
+389
| +13% | +$30.2K | 0.03% | 200 |
|
|
2017
Q2 | $260K | Buy |
3,041
+616
| +25% | +$52.7K | 0.03% | 200 |
|
|
2017
Q1 | $220K | Sell |
2,425
-218
| -8% | -$19.8K | 0.03% | 219 |
|
|
2016
Q4 | $231K | Buy |
2,643
+47
| +2% | +$4.11K | 0.04% | 203 |
|
|
2016
Q3 | $232K | Buy |
2,596
+273
| +12% | +$24.4K | 0.04% | 200 |
|
|
2016
Q2 | $206K | Buy |
+2,323
| New | +$206K | 0.04% | 218 |
|