Mosaic Family Wealth’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-725
| Closed | -$24K | – | 400 |
|
|
2019
Q1 | $24K | Sell |
725
-17
| -2% | -$563 | 0.01% | 415 |
|
|
2018
Q4 | $32K | Hold |
742
| – | – | 0.01% | 359 |
|
|
2018
Q3 | $40K | Sell |
742
-280
| -27% | -$15.1K | 0.02% | 346 |
|
|
2018
Q2 | $64K | Hold |
1,022
| – | – | 0.02% | 273 |
|
|
2018
Q1 | $64K | Hold |
1,022
| – | – | 0.02% | 276 |
|
|
2017
Q4 | $79K | Sell |
1,022
-33
| -3% | -$2.55K | 0.03% | 263 |
|
|
2017
Q3 | $82K | Buy |
1,055
+313
| +42% | +$24.3K | 0.03% | 277 |
|
|
2017
Q2 | $64K | Sell |
742
-900
| -55% | -$77.6K | 0.03% | 287 |
|
|
2017
Q1 | $149K | Hold |
1,642
| – | – | 0.06% | 210 |
|
|
2016
Q4 | $143K | Hold |
1,642
| – | – | 0.07% | 212 |
|
|
2016
Q3 | $147K | Buy |
1,642
+900
| +121% | +$80.6K | 0.07% | 200 |
|
|
2016
Q2 | $66K | Sell |
742
-76
| -9% | -$6.76K | 0.03% | 293 |
|
|
2016
Q1 | $64K | Sell |
818
-338
| -29% | -$26.4K | 0.03% | 297 |
|
|
2015
Q4 | $84K | Buy |
+1,156
| New | +$84K | 0.04% | 242 |
|