LWM
LBA Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $19K | Sell |
208
-36
| -15% | -$3.29K | 0.01% | 273 |
|
|
2016
Q4 | $21K | Buy |
244
+110
| +82% | +$9.47K | 0.01% | 261 |
|
|
2016
Q3 | $12K | Hold |
134
| – | – | 0.01% | 309 |
|
|
2016
Q2 | $12K | Hold |
134
| – | – | 0.01% | 296 |
|
|
2016
Q1 | $11K | Sell |
134
-96
| -42% | -$7.88K | 0.01% | 293 |
|
|
2015
Q4 | $17K | Sell |
230
-1,200
| -84% | -$88.7K | 0.01% | 264 |
|
|
2015
Q3 | $101K | Buy |
+1,430
| New | +$101K | 0.06% | 145 |
|