LWA
Lenox Wealth Advisors’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $13K | Buy |
323
+19
| +6% | +$765 | ﹤0.01% | 441 |
|
|
2021
Q4 | $11K | Buy |
304
+27
| +10% | +$977 | ﹤0.01% | 496 |
|
|
2021
Q3 | $10K | Hold |
277
| – | – | ﹤0.01% | 468 |
|
|
2021
Q2 | $11K | Buy |
277
+154
| +125% | +$6.12K | ﹤0.01% | 463 |
|
|
2021
Q1 | $5K | Buy |
123
+119
| +2,975% | +$4.84K | ﹤0.01% | 505 |
|
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 645 |
|
|
2020
Q1 | – | Sell |
-8
| Closed | – | – | 867 |
|
|
2019
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 774 |
|
|
2019
Q2 | – | Sell |
-500
| Closed | -$16K | – | 502 |
|
|
2019
Q1 | $16K | Hold |
500
| – | – | ﹤0.01% | 228 |
|
|
2018
Q4 | $22K | Sell |
500
-500
| -50% | -$22K | ﹤0.01% | 186 |
|
|
2018
Q3 | $55K | Hold |
1,000
| – | – | 0.01% | 127 |
|
|
2018
Q2 | $63K | Sell |
1,000
-33
| -3% | -$2.08K | 0.01% | 118 |
|
|
2018
Q1 | $64K | Hold |
1,033
| – | – | 0.01% | 143 |
|
|
2017
Q4 | $80K | Buy |
1,033
+31
| +3% | +$2.4K | 0.02% | 82 |
|
|
2017
Q3 | $78K | Sell |
1,002
-147
| -13% | -$11.4K | 0.02% | 44 |
|
|
2017
Q2 | $98K | Buy |
1,149
+149
| +15% | +$12.7K | 0.03% | 37 |
|
|
2017
Q1 | $91K | Hold |
1,000
| – | – | 0.03% | 38 |
|
|
2016
Q4 | $87K | Hold |
1,000
| – | – | 0.03% | 41 |
|
|
2016
Q3 | $90K | Hold |
1,000
| – | – | 0.03% | 55 |
|
|
2016
Q2 | $88K | Buy |
+1,000
| New | +$88K | 0.03% | 57 |
|