Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-604
| Closed | -$22K | – | 674 |
|
|
2021
Q3 | $22K | Buy |
604
+94
| +18% | +$3.42K | 0.01% | 619 |
|
|
2021
Q2 | $21K | Buy |
510
+169
| +50% | +$6.96K | 0.01% | 496 |
|
|
2021
Q1 | $11K | Hold |
341
| – | – | 0.01% | 574 |
|
|
2020
Q4 | $11K | Buy |
341
+138
| +68% | +$4.45K | 0.01% | 569 |
|
|
2020
Q3 | $6K | Hold |
203
| – | – | ﹤0.01% | 599 |
|
|
2020
Q2 | $6K | Hold |
203
| – | – | ﹤0.01% | 580 |
|
|
2020
Q1 | $5K | Sell |
203
-207
| -50% | -$5.1K | ﹤0.01% | 578 |
|
|
2019
Q4 | $13K | Buy |
410
+32
| +8% | +$1.02K | 0.01% | 498 |
|
|
2019
Q3 | $11K | Hold |
378
| – | – | 0.01% | 502 |
|
|
2019
Q2 | $12K | Buy |
378
+165
| +77% | +$5.24K | 0.01% | 487 |
|
|
2019
Q1 | $6K | Sell |
213
-250
| -54% | -$7.04K | ﹤0.01% | 514 |
|
|
2018
Q4 | $19K | Buy |
+463
| New | +$19K | 0.01% | 336 |
|