Legacy Financial Group (Iowa)’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-2,536
| Closed | -$85.3K | – | 291 |
|
2023
Q3 | $85.3K | Buy |
+2,536
| New | +$85.3K | 0.02% | 144 |
|
2022
Q3 | – | Sell |
-10,176
| Closed | -$388K | – | 40 |
|
2022
Q2 | $388K | Sell |
10,176
-991
| -9% | -$37.8K | 0.12% | 36 |
|
2022
Q1 | $440K | Buy |
+11,167
| New | +$440K | 0.13% | 40 |
|
2021
Q4 | – | Sell |
-11,125
| Closed | -$410K | – | 48 |
|
2021
Q3 | $410K | Sell |
11,125
-1,137
| -9% | -$41.9K | 0.12% | 51 |
|
2021
Q2 | $500K | Sell |
12,262
-3,049
| -20% | -$124K | 0.15% | 53 |
|
2021
Q1 | $612K | Sell |
15,311
-912
| -6% | -$36.5K | 0.21% | 46 |
|
2020
Q4 | $562K | Buy |
+16,223
| New | +$562K | 0.22% | 48 |
|