LA
Legacy Advisors’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-552
| Closed | -$17K | – | 222 |
|
|
2019
Q2 | $17K | Sell |
552
-21,114
| -97% | -$650K | 0.01% | 269 |
|
|
2019
Q1 | $708K | Buy |
+21,666
| New | +$708K | 0.23% | 83 |
|
|
2018
Q4 | – | Sell |
-727
| Closed | -$40K | – | 255 |
|
|
2018
Q3 | $40K | Hold |
727
| – | – | 0.02% | 251 |
|
|
2018
Q2 | $46K | Buy |
727
+281
| +63% | +$17.8K | 0.03% | 195 |
|
|
2018
Q1 | $27K | Sell |
446
-440
| -50% | -$26.6K | 0.02% | 193 |
|
|
2017
Q4 | $68K | Buy |
886
+358
| +68% | +$27.5K | 0.07% | 110 |
|
|
2017
Q3 | $40K | Buy |
528
+82
| +18% | +$6.21K | 0.04% | 117 |
|
|
2017
Q2 | $38K | Hold |
446
| – | – | 0.05% | 109 |
|
|
2017
Q1 | $40K | Hold |
446
| – | – | 0.05% | 101 |
|
|
2016
Q4 | $38K | Buy |
+446
| New | +$38K | 0.05% | 110 |
|