Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-23
| Closed | -$1K | – | 227 |
|
|
2019
Q2 | $1K | Sell |
23
-260
| -92% | -$11.3K | ﹤0.01% | 362 |
|
|
2019
Q1 | $9K | Hold |
283
| – | – | 0.01% | 275 |
|
|
2018
Q4 | $12K | Hold |
283
| – | – | 0.01% | 246 |
|
|
2018
Q3 | $16K | Hold |
283
| – | – | 0.01% | 252 |
|
|
2018
Q2 | $18K | Hold |
283
| – | – | 0.01% | 230 |
|
|
2018
Q1 | $18K | Hold |
283
| – | – | 0.01% | 226 |
|
|
2017
Q4 | $22K | Hold |
283
| – | – | 0.01% | 208 |
|
|
2017
Q3 | $22K | Hold |
283
| – | – | 0.01% | 224 |
|
|
2017
Q2 | $24K | Buy |
283
+153
| +118% | +$13K | 0.02% | 218 |
|
|
2017
Q1 | $12K | Hold |
130
| – | – | 0.01% | 249 |
|
|
2016
Q4 | $11K | Buy |
+130
| New | +$11K | 0.01% | 257 |
|