Heritage Wealth Management (Arizona)’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $28.7K | Buy |
+706
| New | +$28.7K | ﹤0.01% | 589 |
|
|
2022
Q2 | – | Sell |
-565
| Closed | -$22K | – | 1024 |
|
|
2022
Q1 | $22K | Buy |
+565
| New | +$22K | 0.01% | 579 |
|
|
2021
Q3 | $21K | Hold |
565
| – | – | 0.01% | 550 |
|
|
2021
Q2 | $23K | Hold |
565
| – | – | 0.01% | 543 |
|
|
2021
Q1 | $23K | Buy |
+565
| New | +$23K | 0.01% | 478 |
|