Lourd Capital’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,428
| Closed | -$406K | – | 211 |
|
|
2018
Q4 | $406K | Sell |
9,428
-143
| -1% | -$6.16K | 0.03% | 145 |
|
|
2018
Q3 | $527K | Buy |
+9,571
| New | +$527K | 0.03% | 124 |
|
|
2018
Q1 | – | Sell |
-9,845
| Closed | -$766K | – | 222 |
|
|
2017
Q4 | $766K | Buy |
+9,845
| New | +$766K | 0.05% | 94 |
|
|
2016
Q3 | – | Sell |
-3,347
| Closed | -$296K | – | 97 |
|
|
2016
Q2 | $296K | Sell |
3,347
-11
| -0.3% | -$973 | 0.08% | 84 |
|
|
2016
Q1 | $264K | Sell |
3,358
-164
| -5% | -$12.9K | 0.03% | 95 |
|
|
2015
Q4 | $256K | Buy |
+3,522
| New | +$256K | 0.03% | 101 |
|