Signature Estate & Investment Advisors’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 | – | Sell |
-1,304
| Closed | -$101K | – | 164 |
|
|
2017
Q3 | $101K | Sell |
1,304
-162,574
| -99% | -$12.6M | 0.01% | 145 |
|
|
2017
Q2 | $14M | Buy |
163,878
+11,546
| +8% | +$989K | 1.66% | 29 |
|
|
2017
Q1 | $13.8M | Buy |
152,332
+15,756
| +12% | +$1.43M | 1.73% | 26 |
|
|
2016
Q4 | $11.9M | Buy |
136,576
+12,709
| +10% | +$1.11M | 1.65% | 28 |
|
|
2016
Q3 | $11.1M | Buy |
+123,867
| New | +$11.1M | 1.62% | 26 |
|