LAM
Lebenthal Asset Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $969K | Hold |
10,671
| – | – | 0.12% | 217 |
|
|
2016
Q4 | $932K | Sell |
10,671
-565
| -5% | -$49.3K | 0.12% | 210 |
|
|
2016
Q3 | $1.01M | Sell |
11,236
-9,077
| -45% | -$813K | 0.13% | 199 |
|
|
2016
Q2 | $1.8M | Buy |
20,313
+10,907
| +116% | +$965K | 0.23% | 142 |
|
|
2016
Q1 | $739K | Buy |
+9,406
| New | +$739K | 0.3% | 57 |
|