Independent Portfolio Consultants’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-140
| Closed | -$12K | – | 867 |
|
2016
Q4 | $12K | Buy |
+140
| New | +$12K | ﹤0.01% | 694 |
|
2016
Q2 | – | Sell |
-560
| Closed | -$44K | – | 750 |
|
2016
Q1 | $44K | Buy |
560
+265
| +90% | +$20.8K | 0.01% | 591 |
|
2015
Q4 | $21K | Sell |
295
-180
| -38% | -$12.8K | 0.01% | 673 |
|
2015
Q3 | $34K | Buy |
+475
| New | +$34K | 0.01% | 635 |
|