Pinnacle Wealth Management Advisory 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
Q1 | – | Sell |
-2,939
| Closed | -$229K | – | 148 |
|
|
2017
Q4 | $229K | Hold |
2,939
| – | – | 0.13% | 129 |
|
|
2017
Q3 | $228K | Hold |
2,939
| – | – | 0.13% | 133 |
|
|
2017
Q2 | $252K | Sell |
2,939
-50
| -2% | -$4.29K | 0.16% | 125 |
|
|
2017
Q1 | $271K | Sell |
2,989
-566
| -16% | -$51.3K | 0.19% | 107 |
|
|
2016
Q4 | $310K | Hold |
3,555
| – | – | 0.22% | 94 |
|
|
2016
Q3 | $318K | Sell |
3,555
-400
| -10% | -$35.8K | 0.24% | 92 |
|
|
2016
Q2 | $350K | Sell |
3,955
-133
| -3% | -$11.8K | 0.28% | 85 |
|
|
2016
Q1 | $321K | Sell |
4,088
-622
| -13% | -$48.8K | 0.29% | 83 |
|
|
2015
Q4 | $343K | Buy |
4,710
+269
| +6% | +$19.6K | 0.31% | 76 |
|
|
2015
Q3 | $313K | Buy |
+4,441
| New | +$313K | 0.3% | 75 |
|