Integrated Wealth Management’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 | $1.33M | Buy |
14,619
+462
| +3% | +$42K | 0.44% | 66 |
|
|
2016
Q4 | $1.24M | Buy |
14,157
+149
| +1% | +$13K | 0.46% | 67 |
|
|
2016
Q3 | $1.25M | Sell |
14,008
-22
| -0.2% | -$1.97K | 0.45% | 60 |
|
|
2016
Q2 | $1.24M | Sell |
14,030
-20
| -0.1% | -$1.77K | 0.48% | 50 |
|
|
2016
Q1 | $1.1M | Sell |
14,050
-799
| -5% | -$62.8K | 0.47% | 53 |
|
|
2015
Q4 | $1.08M | Buy |
14,849
+1,794
| +14% | +$130K | 0.47% | 53 |
|
|
2015
Q3 | $921K | Buy |
+13,055
| New | +$921K | 0.4% | 59 |
|