SWM
Selective Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-100
| Closed | -$4K | – | 801 |
|
|
2022
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 611 |
|
|
2021
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 568 |
|
|
2021
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 508 |
|
|
2021
Q2 | $4K | Sell |
100
-1,045
| -91% | -$41.8K | ﹤0.01% | 422 |
|
|
2021
Q1 | $46K | Buy |
1,145
+940
| +459% | +$37.8K | 0.04% | 133 |
|
|
2020
Q4 | $7K | Buy |
205
+105
| +105% | +$3.59K | ﹤0.01% | 267 |
|
|
2020
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 271 |
|
|
2020
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 350 |
|
|
2018
Q3 | $67K | Buy |
+1,215
| New | +$67K | 0.8% | 31 |
|