MYCIO Wealth Partners’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 |
-9,197
| Closed | -$715K | – | 259 |
|
|
2017
Q4 | $715K | Buy |
9,197
+820
| +10% | +$63.7K | 0.08% | 112 |
|
|
2017
Q3 | $650K | Sell |
8,377
-55
| -0.7% | -$4.27K | 0.07% | 112 |
|
|
2017
Q2 | $722K | Sell |
8,432
-765
| -8% | -$65.5K | 0.08% | 103 |
|
|
2017
Q1 | $835K | Buy |
9,197
+408
| +5% | +$37K | 0.1% | 97 |
|
|
2016
Q4 | $767K | Buy |
8,789
+132
| +2% | +$11.5K | 0.1% | 90 |
|
|
2016
Q3 | $775K | Buy |
8,657
+346
| +4% | +$31K | 0.13% | 73 |
|
|
2016
Q2 | $735K | Sell |
8,311
-1,943
| -19% | -$172K | 0.13% | 76 |
|
|
2016
Q1 | $806K | Buy |
10,254
+7,515
| +274% | +$591K | 0.14% | 64 |
|
|
2015
Q4 | $199K | Hold |
2,739
| – | – | 0.04% | 152 |
|
|
2015
Q3 | $193K | Buy |
+2,739
| New | +$193K | 0.04% | 144 |
|