MWAC
Mariner Wealth Advisors (Cincinnati)’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $323K | Buy |
5,861
+338
| +6% | +$18.6K | 0.02% | 236 |
|
|
2018
Q2 | $347K | Sell |
5,523
-38
| -0.7% | -$2.39K | 0.02% | 232 |
|
|
2018
Q1 | $346K | Sell |
5,561
-310
| -5% | -$19.3K | 0.02% | 224 |
|
|
2017
Q4 | $457K | Buy |
5,871
+100
| +2% | +$7.78K | 0.03% | 191 |
|
|
2017
Q3 | $448K | Sell |
5,771
-151
| -3% | -$11.7K | 0.03% | 179 |
|
|
2017
Q2 | $507K | Buy |
5,922
+124
| +2% | +$10.6K | 0.04% | 166 |
|
|
2017
Q1 | $527K | Buy |
5,798
+95
| +2% | +$8.64K | 0.04% | 159 |
|
|
2016
Q4 | $498K | Sell |
5,703
-760
| -12% | -$66.4K | 0.04% | 159 |
|
|
2016
Q3 | $579K | Sell |
6,463
-155
| -2% | -$13.9K | 0.05% | 148 |
|
|
2016
Q2 | $586K | Buy |
6,618
+500
| +8% | +$44.3K | 0.05% | 150 |
|
|
2016
Q1 | $481K | Buy |
6,118
+91
| +2% | +$7.15K | 0.05% | 159 |
|
|
2015
Q4 | $439K | Buy |
+6,027
| New | +$439K | 0.04% | 160 |
|