Regal Wealth Group’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-372
| Closed | -$11K | – | 223 |
|
2020
Q3 | $11K | Hold |
372
| – | – | 0.01% | 144 |
|
2020
Q2 | $12K | Hold |
372
| – | – | 0.01% | 135 |
|
2020
Q1 | $9K | Hold |
372
| – | – | 0.01% | 127 |
|
2019
Q4 | $12K | Hold |
372
| – | – | 0.01% | 146 |
|
2019
Q3 | $10K | Hold |
372
| – | – | 0.01% | 126 |
|
2019
Q2 | $12K | Hold |
372
| – | – | 0.01% | 115 |
|
2019
Q1 | $12K | Hold |
372
| – | – | 0.01% | 113 |
|
2018
Q4 | $16K | Sell |
372
-90
| -19% | -$3.87K | 0.01% | 107 |
|
2018
Q3 | $25K | Hold |
462
| – | – | 0.02% | 96 |
|
2018
Q2 | $29K | Hold |
462
| – | – | 0.03% | 91 |
|
2018
Q1 | $29K | Hold |
462
| – | – | 0.02% | 89 |
|
2017
Q4 | $36K | Hold |
462
| – | – | 0.03% | 82 |
|
2017
Q3 | $36K | Hold |
462
| – | – | 0.03% | 78 |
|
2017
Q2 | $40K | Hold |
462
| – | – | 0.03% | 77 |
|
2017
Q1 | $42K | Hold |
462
| – | – | 0.03% | 74 |
|
2016
Q4 | $40K | Hold |
462
| – | – | 0.03% | 73 |
|
2016
Q3 | $41K | Hold |
462
| – | – | 0.04% | 70 |
|
2016
Q2 | $41K | Buy |
462
+90
| +24% | +$7.99K | 0.04% | 68 |
|
2016
Q1 | $29K | Hold |
372
| – | – | 0.03% | 76 |
|
2015
Q4 | $27K | Buy |
+372
| New | +$27K | 0.03% | 78 |
|