Hefty Wealth Partners’s Restaurant Brands International QSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-216
| Closed | -$13K | – | 271 |
|
|
2017
Q4 | $13K | Hold |
216
| – | – | 0.01% | 180 |
|
|
2017
Q3 | $14K | Hold |
216
| – | – | 0.01% | 170 |
|
|
2017
Q2 | $13K | Hold |
216
| – | – | 0.01% | 161 |
|
|
2017
Q1 | $12K | Hold |
216
| – | – | 0.01% | 166 |
|
|
2016
Q4 | $10K | Hold |
216
| – | – | 0.01% | 164 |
|
|
2016
Q3 | $9K | Hold |
216
| – | – | 0.01% | 178 |
|
|
2016
Q2 | $8K | Buy |
+216
| New | +$8K | 0.01% | 154 |
|