Haverford Financial Services’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,413
| Closed | -$213K | – | 82 |
|
|
2018
Q1 | $213K | Sell |
3,413
-760
| -18% | -$47.4K | 0.08% | 84 |
|
|
2017
Q4 | $324K | Sell |
4,173
-3,812
| -48% | -$296K | 0.12% | 63 |
|
|
2017
Q3 | $619K | Buy |
7,985
+3,978
| +99% | +$308K | 0.24% | 34 |
|
|
2017
Q2 | $343K | Sell |
4,007
-227
| -5% | -$19.4K | 0.14% | 42 |
|
|
2017
Q1 | $385K | Sell |
4,234
-14
| -0.3% | -$1.27K | 0.16% | 42 |
|
|
2016
Q4 | $371K | Buy |
4,248
+1
| +0% | +$87 | 0.16% | 41 |
|
|
2016
Q3 | $380K | Sell |
4,247
-34
| -0.8% | -$3.04K | 0.16% | 39 |
|
|
2016
Q2 | $379K | Sell |
4,281
-59
| -1% | -$5.22K | 0.16% | 41 |
|
|
2016
Q1 | $341K | Buy |
4,340
+1,017
| +31% | +$79.9K | 0.14% | 42 |
|
|
2015
Q4 | $242K | Sell |
3,323
-102
| -3% | -$7.43K | 0.1% | 45 |
|
|
2015
Q3 | $237K | Buy |
+3,425
| New | +$237K | 0.11% | 40 |
|