Omnia 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 |
-1,272
| Closed | -$42K | – | 322 |
|
|
2019
Q1 | $42K | Sell |
1,272
-1,162
| -48% | -$38.4K | 0.02% | 173 |
|
|
2018
Q4 | $105K | Buy |
2,434
+69
| +3% | +$2.98K | 0.06% | 116 |
|
|
2018
Q3 | $130K | Hold |
2,365
| – | – | 0.06% | 107 |
|
|
2018
Q2 | $149K | Buy |
2,365
+37
| +2% | +$2.33K | 0.07% | 98 |
|
|
2018
Q1 | $145K | Sell |
2,328
-46
| -2% | -$2.87K | 0.07% | 102 |
|
|
2017
Q4 | $185K | Buy |
2,374
+19
| +0.8% | +$1.48K | 0.08% | 92 |
|
|
2017
Q3 | $183K | Sell |
2,355
-56
| -2% | -$4.35K | 0.09% | 94 |
|
|
2017
Q2 | $206K | Sell |
2,411
-1,355
| -36% | -$116K | 0.1% | 84 |
|
|
2017
Q1 | $342K | Buy |
3,766
+8
| +0.2% | +$727 | 0.17% | 56 |
|
|
2016
Q4 | $328K | Buy |
+3,758
| New | +$328K | 0.16% | 64 |
|