Pacific Wealth Strategies Group’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,374
| Closed | -$397K | – | 82 |
|
|
2018
Q1 | $397K | Sell |
6,374
-7,016
| -52% | -$437K | 0.28% | 72 |
|
|
2017
Q4 | $1.04M | Buy |
13,390
+3,424
| +34% | +$266K | 0.74% | 49 |
|
|
2017
Q3 | $773K | Buy |
9,966
+1,053
| +12% | +$81.7K | 0.61% | 49 |
|
|
2017
Q2 | $763K | Buy |
8,913
+4,398
| +97% | +$376K | 0.65% | 48 |
|
|
2017
Q1 | $410K | Buy |
+4,515
| New | +$410K | 0.36% | 59 |
|