JTC Employer Solutions Trustee’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,000
| Closed | -$73K | – | 338 |
|
2024
Q1 | $73K | Hold |
2,000
| – | – | ﹤0.01% | 230 |
|
2023
Q4 | $73K | Hold |
2,000
| – | – | 0.01% | 224 |
|
2023
Q3 | $67K | Hold |
2,000
| – | – | 0.01% | 236 |
|
2023
Q2 | $71K | Hold |
2,000
| – | – | 0.01% | 233 |
|
2023
Q1 | $77K | Sell |
2,000
-536
| -21% | -$20.6K | 0.01% | 227 |
|
2022
Q4 | $103K | Hold |
2,536
| – | – | 0.01% | 193 |
|
2022
Q3 | $85K | Buy |
2,536
+2,000
| +373% | +$67K | 0.01% | 177 |
|
2022
Q2 | $20K | Hold |
536
| – | – | ﹤0.01% | 239 |
|
2022
Q1 | $21K | Hold |
536
| – | – | ﹤0.01% | 247 |
|
2021
Q4 | $19K | Hold |
536
| – | – | ﹤0.01% | 257 |
|
2021
Q3 | $20K | Hold |
536
| – | – | ﹤0.01% | 253 |
|
2021
Q2 | $22K | Buy |
+536
| New | +$22K | ﹤0.01% | 246 |
|