Monarch Capital 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 |
-3,033
| Closed | -$236K | – | 93 |
|
|
2017
Q4 | $236K | Buy |
3,033
+21
| +0.7% | +$1.63K | 0.09% | 87 |
|
|
2017
Q3 | $234K | Hold |
3,012
| – | – | 0.09% | 88 |
|
|
2017
Q2 | $258K | Sell |
3,012
-86
| -3% | -$7.37K | 0.1% | 85 |
|
|
2017
Q1 | $281K | Hold |
3,098
| – | – | 0.1% | 85 |
|
|
2016
Q4 | $271K | Hold |
3,098
| – | – | 0.1% | 87 |
|
|
2016
Q3 | $277K | Hold |
3,098
| – | – | 0.1% | 85 |
|
|
2016
Q2 | $274K | Sell |
3,098
-15,954
| -84% | -$1.41M | 0.1% | 85 |
|
|
2016
Q1 | $1.5M | Hold |
19,052
| – | – | 0.54% | 55 |
|
|
2015
Q4 | $1.39M | Hold |
19,052
| – | – | 0.53% | 54 |
|
|
2015
Q3 | $1.35M | Buy |
+19,052
| New | +$1.35M | 0.55% | 53 |
|