Lenox Wealth Management’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $6K | Buy |
200
+100
| +100% | +$3K | ﹤0.01% | 511 |
|
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 610 |
|
|
2019
Q4 | $3K | Sell |
100
-15
| -13% | -$450 | ﹤0.01% | 603 |
|
|
2019
Q3 | $3K | Buy |
115
+100
| +667% | +$2.61K | ﹤0.01% | 595 |
|
|
2019
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 694 |
|
|
2019
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 695 |
|
|
2018
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 611 |
|
|
2018
Q3 | – | Sell |
-154
| Closed | -$10K | – | 654 |
|
|
2018
Q2 | $10K | Sell |
154
-82
| -35% | -$5.33K | ﹤0.01% | 366 |
|
|
2018
Q1 | $14K | Sell |
236
-264
| -53% | -$15.7K | ﹤0.01% | 338 |
|
|
2017
Q4 | $39K | Hold |
500
| – | – | 0.01% | 233 |
|
|
2017
Q3 | $38K | Sell |
500
-207
| -29% | -$15.7K | 0.01% | 255 |
|
|
2017
Q2 | $61K | Sell |
707
-211
| -23% | -$18.2K | 0.02% | 192 |
|
|
2017
Q1 | $83K | Sell |
918
-909
| -50% | -$82.2K | 0.06% | 67 |
|
|
2016
Q4 | $160K | Sell |
1,827
-318
| -15% | -$27.8K | 0.12% | 38 |
|
|
2016
Q3 | $192K | Buy |
2,145
+200
| +10% | +$17.9K | 0.15% | 29 |
|
|
2016
Q2 | $172K | Sell |
1,945
-167
| -8% | -$14.8K | 0.12% | 39 |
|
|
2016
Q1 | $166K | Buy |
2,112
+185
| +10% | +$14.5K | 0.12% | 40 |
|
|
2015
Q4 | $140K | Buy |
+1,927
| New | +$140K | 0.11% | 48 |
|