High Net Worth Advisory Group’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,230
| Closed | -$50.1K | – | 400 |
|
|
2022
Q4 | $50.1K | Hold |
1,230
| – | – | 0.02% | 326 |
|
|
2022
Q3 | $41K | Buy |
1,230
+770
| +167% | +$25.7K | 0.02% | 359 |
|
|
2022
Q2 | $18K | Hold |
460
| – | – | 0.01% | 469 |
|
|
2022
Q1 | $18K | Buy |
460
+230
| +100% | +$9K | 0.01% | 467 |
|
|
2021
Q4 | $8K | Buy |
+230
| New | +$8K | ﹤0.01% | 562 |
|