JWM
KHC icon

Jacobus Wealth Management’s Kraft Heinz KHC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-2,314
Closed -$182K 239
2016
Q1
$182K Hold
2,314
0.05% 204
2015
Q4
$168K Buy
2,314
+390
+20% +$28.3K 0.05% 218
2015
Q3
$136K Buy
+1,924
New +$136K 0.04% 248