Jackson 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
Q4 | – | Sell |
-10,272
| Closed | -$803K | – | 95 |
|
|
2017
Q3 | $803K | Buy |
+10,272
| New | +$803K | 0.22% | 74 |
|
|
2016
Q3 | – | Sell |
-33,416
| Closed | -$2.96M | – | 69 |
|
|
2016
Q2 | $2.96M | Sell |
33,416
-188
| -0.6% | -$16.6K | 1.1% | 20 |
|
|
2016
Q1 | $2.62M | Sell |
33,604
-1,431
| -4% | -$112K | 1.01% | 25 |
|
|
2015
Q4 | $2.57M | Sell |
35,035
-1,617
| -4% | -$118K | 1.01% | 28 |
|
|
2015
Q3 | $2.59M | Buy |
+36,652
| New | +$2.59M | 0.93% | 28 |
|