Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,812
| Closed | -$219K | – | 249 |
|
|
2017
Q4 | $219K | Buy |
2,812
+26
| +0.9% | +$2.03K | 0.04% | 199 |
|
|
2017
Q3 | $216K | Buy |
2,786
+1
| +0% | +$78 | 0.04% | 178 |
|
|
2017
Q2 | $239K | Buy |
2,785
+1
| +0% | +$86 | 0.05% | 166 |
|
|
2017
Q1 | $253K | Sell |
2,784
-105
| -4% | -$9.54K | 0.05% | 150 |
|
|
2016
Q4 | $252K | Buy |
2,889
+234
| +9% | +$20.4K | 0.05% | 147 |
|
|
2016
Q3 | $238K | Buy |
2,655
+238
| +10% | +$21.3K | 0.06% | 140 |
|
|
2016
Q2 | $214K | Buy |
+2,417
| New | +$214K | 0.06% | 143 |
|