Integrated Wealth Counsel’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | $74K | Hold |
846
| – | – | 0.16% | 61 |
|
2016
Q3 | $76K | Buy |
846
+346
| +69% | +$31.1K | 0.16% | 55 |
|
2016
Q2 | $44K | Hold |
500
| – | – | 0.1% | 48 |
|
2016
Q1 | $39K | Hold |
500
| – | – | 0.09% | 49 |
|
2015
Q4 | $36K | Hold |
500
| – | – | 0.06% | 51 |
|
2015
Q3 | $35K | Buy |
+500
| New | +$35K | 0.06% | 56 |
|