Icon Wealth Partners’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,818
| Closed | -$218K | – | 264 |
|
|
2020
Q1 | $218K | Buy |
8,818
+901
| +11% | +$22.3K | 0.09% | 136 |
|
|
2019
Q4 | $254K | Buy |
7,917
+95
| +1% | +$3.05K | 0.08% | 140 |
|
|
2019
Q3 | $219K | Buy |
7,822
+136
| +2% | +$3.81K | 0.07% | 146 |
|
|
2019
Q2 | $239K | Buy |
7,686
+2,397
| +45% | +$74.5K | 0.08% | 130 |
|
|
2019
Q1 | $173K | Sell |
5,289
-1,094
| -17% | -$35.8K | 0.06% | 164 |
|
|
2018
Q4 | $275K | Buy |
6,383
+2,386
| +60% | +$103K | 0.13% | 111 |
|
|
2018
Q3 | $220K | Buy |
3,997
+970
| +32% | +$53.4K | 0.09% | 162 |
|
|
2018
Q2 | $190K | Buy |
3,027
+623
| +26% | +$39.1K | 0.08% | 164 |
|
|
2018
Q1 | $150K | Hold |
2,404
| – | – | 0.08% | 193 |
|
|
2017
Q4 | $187K | Buy |
+2,404
| New | +$187K | 0.09% | 181 |
|