Keudell/Morrison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-14,355
| Closed | -$458K | – | 147 |
|
|
2020
Q2 | $458K | Sell |
14,355
-3,030
| -17% | -$96.7K | 0.38% | 86 |
|
|
2020
Q1 | $430K | Buy |
17,385
+525
| +3% | +$13K | 0.42% | 84 |
|
|
2019
Q4 | $542K | Buy |
16,860
+1,645
| +11% | +$52.9K | 0.37% | 77 |
|
|
2019
Q3 | $425K | Buy |
15,215
+1,630
| +12% | +$45.5K | 0.35% | 85 |
|
|
2019
Q2 | $419K | Buy |
+13,585
| New | +$419K | 0.37% | 81 |
|