PPWP
Proquility Private Wealth Partners’s Kraft Heinz KHC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-25,290
| Closed | -$888K | – | 91 |
|
2024
Q3 | $888K | Buy |
25,290
+2,258
| +10% | +$79.3K | 0.28% | 78 |
|
2024
Q2 | $742K | Sell |
23,032
-1,023
| -4% | -$33K | 0.25% | 79 |
|
2024
Q1 | $888K | Buy |
24,055
+13,837
| +135% | +$511K | 0.3% | 73 |
|
2023
Q4 | $378K | Sell |
10,218
-10,832
| -51% | -$401K | 0.14% | 84 |
|
2023
Q3 | $708K | Sell |
21,050
-708
| -3% | -$23.8K | 0.29% | 79 |
|
2023
Q2 | $772K | Buy |
21,758
+546
| +3% | +$19.4K | 0.3% | 76 |
|
2023
Q1 | $820K | Buy |
+21,212
| New | +$820K | 0.33% | 78 |
|