Northstar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-39,259
| Closed | -$1.69M | – | 181 |
|
|
2018
Q4 | $1.69M | Sell |
39,259
-6,926
| -15% | -$298K | 0.89% | 37 |
|
|
2018
Q3 | $2.55M | Buy |
46,185
+7,229
| +19% | +$398K | 1.22% | 24 |
|
|
2018
Q2 | $2.45M | Buy |
38,956
+11,242
| +41% | +$706K | 1.22% | 21 |
|
|
2018
Q1 | $1.73M | Buy |
27,714
+24,484
| +758% | +$1.52M | 0.88% | 33 |
|
|
2017
Q4 | $253K | Buy |
3,230
+90
| +3% | +$7.05K | 0.22% | 109 |
|
|
2017
Q3 | $242K | Sell |
3,140
-1,096
| -26% | -$84.5K | 0.24% | 108 |
|
|
2017
Q2 | $350K | Sell |
4,236
-300
| -7% | -$24.8K | 0.32% | 93 |
|
|
2017
Q1 | $415K | Buy |
+4,536
| New | +$415K | 0.39% | 80 |
|