MPS Loria Financial Planners’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,256
| Closed | -$90K | – | 353 |
|
|
2021
Q1 | $90K | Buy |
2,256
+16
| +0.7% | +$638 | 0.04% | 125 |
|
|
2020
Q4 | $77K | Buy |
2,240
+84
| +4% | +$2.89K | 0.03% | 131 |
|
|
2020
Q3 | $65K | Sell |
2,156
-105
| -5% | -$3.17K | 0.03% | 131 |
|
|
2020
Q2 | $72K | Buy |
+2,261
| New | +$72K | 0.04% | 123 |
|
|
2019
Q1 | – | Sell |
-5,122
| Closed | -$220K | – | 75 |
|
|
2018
Q4 | $220K | Sell |
5,122
-351
| -6% | -$15.1K | 0.16% | 63 |
|
|
2018
Q3 | $302K | Sell |
5,473
-247
| -4% | -$13.6K | 0.19% | 52 |
|
|
2018
Q2 | $359K | Buy |
5,720
+47
| +0.8% | +$2.95K | 0.36% | 40 |
|
|
2018
Q1 | $353K | Sell |
5,673
-215
| -4% | -$13.4K | 0.25% | 47 |
|
|
2017
Q4 | $458K | Buy |
5,888
+25
| +0.4% | +$1.95K | 0.31% | 37 |
|
|
2017
Q3 | $455K | Buy |
5,863
+26
| +0.4% | +$2.02K | 0.33% | 37 |
|
|
2017
Q2 | $506K | Buy |
+5,837
| New | +$506K | 0.34% | 31 |
|