River Wealth Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,085
| Closed | -$47K | – | 342 |
|
|
2018
Q4 | $47K | Sell |
1,085
-985
| -48% | -$42.7K | 0.02% | 252 |
|
|
2018
Q3 | $114K | Sell |
2,070
-790
| -28% | -$43.5K | 0.04% | 195 |
|
|
2018
Q2 | $180K | Sell |
2,860
-1,984
| -41% | -$125K | 0.07% | 166 |
|
|
2018
Q1 | $302K | Sell |
4,844
-425
| -8% | -$26.5K | 0.13% | 138 |
|
|
2017
Q4 | $410K | Buy |
5,269
+185
| +4% | +$14.4K | 0.17% | 125 |
|
|
2017
Q3 | $394K | Buy |
5,084
+425
| +9% | +$32.9K | 0.18% | 128 |
|
|
2017
Q2 | $399K | Buy |
4,659
+415
| +10% | +$35.5K | 0.19% | 125 |
|
|
2017
Q1 | $385K | Buy |
4,244
+1,175
| +38% | +$107K | 0.19% | 124 |
|
|
2016
Q4 | $268K | Buy |
+3,069
| New | +$268K | 0.14% | 135 |
|