OAM
Optimal Asset Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-26,090
| Closed | -$904K | – | 394 |
|
|
2020
Q4 | $904K | Sell |
26,090
-55
| -0.2% | -$1.91K | 0.13% | 247 |
|
|
2020
Q3 | $783K | Sell |
26,145
-13,944
| -35% | -$418K | 0.11% | 264 |
|
|
2020
Q2 | $1.28M | Sell |
40,089
-61,337
| -60% | -$1.96M | 0.21% | 161 |
|
|
2020
Q1 | $2.51K | Buy |
101,426
+50,732
| +100% | +$1.26K | 0.24% | 142 |
|
|
2019
Q4 | $1.63M | Buy |
+50,694
| New | +$1.63M | 0.25% | 157 |
|