Moneta Group Investment Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,370
| Closed | -$219K | – | 467 |
|
|
2021
Q2 | $219K | Sell |
5,370
-155
| -3% | -$6.32K | 0.01% | 421 |
|
|
2021
Q1 | $221K | Buy |
+5,525
| New | +$221K | 0.01% | 389 |
|
|
2020
Q3 | – | Sell |
-6,836
| Closed | -$218K | – | 280 |
|
|
2020
Q2 | $218K | Buy |
+6,836
| New | +$218K | 0.02% | 232 |
|
|
2019
Q3 | – | Sell |
-4,156
| Closed | -$129K | – | 292 |
|
|
2019
Q2 | $129K | Sell |
4,156
-3,960
| -49% | -$123K | 0.01% | 222 |
|
|
2019
Q1 | $265K | Buy |
+8,116
| New | +$265K | 0.03% | 183 |
|
|
2018
Q3 | – | Sell |
-970
| Closed | -$61K | – | 304 |
|
|
2018
Q2 | $61K | Buy |
970
+612
| +171% | +$38.5K | 0.01% | 304 |
|
|
2018
Q1 | $22K | Sell |
358
-12
| -3% | -$737 | ﹤0.01% | 391 |
|
|
2017
Q4 | $29K | Buy |
+370
| New | +$29K | ﹤0.01% | 293 |
|
|
2017
Q1 | – | Sell |
-2,531
| Closed | -$221K | – | 165 |
|
|
2016
Q4 | $221K | Buy |
+2,531
| New | +$221K | 0.05% | 156 |
|
|
2015
Q4 | – | Sell |
-358
| Closed | -$25K | – | 286 |
|
|
2015
Q3 | $25K | Buy |
+358
| New | +$25K | 0.01% | 297 |
|