Klingman & Associates’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-681
| Closed | -$61K | – | 215 |
|
|
2016
Q3 | $61K | Hold |
681
| – | – | 0.02% | 172 |
|
|
2016
Q2 | $60K | Hold |
681
| – | – | 0.02% | 178 |
|
|
2016
Q1 | $53K | Hold |
681
| – | – | 0.02% | 186 |
|
|
2015
Q4 | $50K | Buy |
681
+513
| +305% | +$37.7K | 0.02% | 208 |
|
|
2015
Q3 | $11K | Buy |
+168
| New | +$11K | ﹤0.01% | 299 |
|