Novare Capital Management’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-109,491
| Closed | -$6.88M | – | 152 |
|
|
2018
Q2 | $6.88M | Buy |
109,491
+37,330
| +52% | +$2.34M | 1.17% | 32 |
|
|
2018
Q1 | $4.5M | Buy |
72,161
+12,091
| +20% | +$753K | 0.79% | 58 |
|
|
2017
Q4 | $4.67M | Buy |
+60,070
| New | +$4.67M | 0.8% | 57 |
|
|
2016
Q1 | – | Sell |
-2,755
| Closed | -$200K | – | 115 |
|
|
2015
Q4 | $200K | Buy |
+2,755
| New | +$200K | 0.05% | 118 |
|