Kelman-Lazarov Inc’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 | – | Sell |
-1,592
| Closed | -$139K | – | 178 |
|
|
2016
Q4 | $139K | Sell |
1,592
-266
| -14% | -$23.2K | 0.08% | 120 |
|
|
2016
Q3 | $164K | Sell |
1,858
-333
| -15% | -$29.3K | 0.09% | 113 |
|
|
2016
Q2 | $193K | Sell |
2,191
-763
| -26% | -$67.3K | 0.11% | 112 |
|
|
2016
Q1 | $234K | Buy |
+2,954
| New | +$234K | 0.14% | 113 |
|