Mariner Independent Advisor Network’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 | – | Sell |
-11,005
| Closed | -$264K | – | 350 |
|
|
2020
Q1 | $264K | Sell |
11,005
-17,671
| -62% | -$424K | 0.02% | 334 |
|
|
2019
Q4 | $919K | Sell |
28,676
-358
| -1% | -$11.5K | 0.07% | 254 |
|
|
2019
Q3 | $795K | Buy |
29,034
+10,794
| +59% | +$296K | 0.06% | 266 |
|
|
2019
Q2 | $560K | Buy |
18,240
+6,451
| +55% | +$198K | 0.04% | 304 |
|
|
2019
Q1 | $383K | Buy |
11,789
+1,236
| +12% | +$40.2K | 0.03% | 323 |
|
|
2018
Q4 | $479K | Buy |
+10,553
| New | +$479K | 0.04% | 300 |
|
|
2017
Q3 | – | Sell |
-15,436
| Closed | -$1.32M | – | 178 |
|
|
2017
Q2 | $1.32M | Sell |
15,436
-37,272
| -71% | -$3.19M | 0.19% | 119 |
|
|
2017
Q1 | $4.79M | Buy |
+52,708
| New | +$4.79M | 0.58% | 38 |
|
|
2016
Q4 | – | Sell |
-11,213
| Closed | -$1M | – | 189 |
|
|
2016
Q3 | $1M | Buy |
+11,213
| New | +$1M | 0.14% | 107 |
|