Rockefeller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $42K | Sell |
543
-1,250
| -70% | -$96.7K | ﹤0.01% | 423 |
|
|
2017
Q3 | $139K | Buy |
1,793
+1,460
| +438% | +$113K | ﹤0.01% | 366 |
|
|
2017
Q2 | $29K | Sell |
333
-800
| -71% | -$69.7K | ﹤0.01% | 400 |
|
|
2017
Q1 | $103K | Buy |
1,133
+800
| +240% | +$72.7K | ﹤0.01% | 356 |
|
|
2016
Q4 | $29K | Hold |
333
| – | – | ﹤0.01% | 443 |
|
|
2016
Q3 | $30K | Hold |
333
| – | – | ﹤0.01% | 410 |
|
|
2016
Q2 | $29K | Hold |
333
| – | – | ﹤0.01% | 420 |
|
|
2016
Q1 | $26K | Hold |
333
| – | – | ﹤0.01% | 466 |
|
|
2015
Q4 | $24K | Sell |
333
-830
| -71% | -$59.8K | ﹤0.01% | 471 |
|
|
2015
Q3 | $83K | Buy |
+1,163
| New | +$83K | ﹤0.01% | 395 |
|