IPG Investment Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-10,500
| Closed | -$326K | – | 141 |
|
|
2019
Q2 | $326K | Hold |
10,500
| – | – | 0.12% | 98 |
|
|
2019
Q1 | $343K | Buy |
10,500
+3,500
| +50% | +$114K | 0.12% | 100 |
|
|
2018
Q4 | $301K | Buy |
7,000
+2,500
| +56% | +$108K | 0.12% | 103 |
|
|
2018
Q3 | $248K | Sell |
4,500
-545
| -11% | -$30K | 0.08% | 143 |
|
|
2018
Q2 | $317K | Hold |
5,045
| – | – | 0.11% | 108 |
|
|
2018
Q1 | $314K | Buy |
+5,045
| New | +$314K | 0.1% | 105 |
|