Harvest Group Wealth Management’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,105
| Closed | -$38K | – | 386 |
|
|
2020
Q4 | $38K | Sell |
1,105
-55
| -5% | -$1.89K | 0.02% | 119 |
|
|
2020
Q3 | $35K | Buy |
1,160
+5
| +0.4% | +$151 | 0.02% | 117 |
|
|
2020
Q2 | $36K | Sell |
1,155
-31
| -3% | -$966 | 0.03% | 103 |
|
|
2020
Q1 | $29K | Buy |
1,186
+6
| +0.5% | +$147 | 0.03% | 109 |
|
|
2019
Q4 | $37K | Sell |
1,180
-89
| -7% | -$2.79K | 0.03% | 95 |
|
|
2019
Q3 | $35K | Buy |
1,269
+6
| +0.5% | +$165 | 0.04% | 99 |
|
|
2019
Q2 | $39K | Buy |
1,263
+5
| +0.4% | +$154 | 0.05% | 86 |
|
|
2019
Q1 | $41K | Buy |
+1,258
| New | +$41K | 0.04% | 100 |
|