IWA
IBEX Wealth Advisors’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-118,527
| Closed | -$4.36M | – | 323 |
|
|
2021
Q3 | $4.36M | Buy |
118,527
+4,222
| +4% | +$155K | 0.84% | 43 |
|
|
2021
Q2 | $4.66M | Buy |
114,305
+5,940
| +5% | +$242K | 0.93% | 38 |
|
|
2021
Q1 | $4.34M | Buy |
+108,365
| New | +$4.34M | 1.07% | 41 |
|
|
2017
Q3 | – | Sell |
-22,600
| Closed | -$1.87M | – | 146 |
|
|
2017
Q2 | $1.87M | Buy |
22,600
+4,650
| +26% | +$385K | 0.74% | 57 |
|
|
2017
Q1 | $1.64M | Buy |
17,950
+1,003
| +6% | +$91.7K | 1.01% | 39 |
|
|
2016
Q4 | $1.51M | Buy |
16,947
+1,215
| +8% | +$108K | 0.72% | 52 |
|
|
2016
Q3 | $1.41M | Buy |
+15,732
| New | +$1.41M | 0.77% | 47 |
|