Physicians Financial Services’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 |
-10,281
| Closed | -$631K | – | 108 |
|
|
2018
Q1 | $631K | Buy |
10,281
+5,372
| +109% | +$330K | 0.5% | 64 |
|
|
2017
Q4 | $382K | Sell |
4,909
-57
| -1% | -$4.44K | 0.29% | 80 |
|
|
2017
Q3 | $385K | Sell |
4,966
-100
| -2% | -$7.75K | 0.31% | 80 |
|
|
2017
Q2 | $434K | Sell |
5,066
-40
| -0.8% | -$3.43K | 0.37% | 77 |
|
|
2017
Q1 | $464K | Sell |
5,106
-339
| -6% | -$30.8K | 0.4% | 76 |
|
|
2016
Q4 | $466K | Sell |
5,445
-53
| -1% | -$4.54K | 0.38% | 75 |
|
|
2016
Q3 | $492K | Buy |
5,498
+288
| +6% | +$25.8K | 0.41% | 71 |
|
|
2016
Q2 | $461K | Sell |
5,210
-246
| -5% | -$21.8K | 0.4% | 74 |
|
|
2016
Q1 | $429K | Sell |
5,456
-33
| -0.6% | -$2.6K | 0.39% | 73 |
|
|
2015
Q4 | $399K | Buy |
+5,489
| New | +$399K | 0.37% | 77 |
|