Signature Wealth Management Partners’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,304
| Closed | -$360K | – | 103 |
|
|
2023
Q1 | $360K | Buy |
9,304
+41
| +0.4% | +$1.59K | 0.33% | 67 |
|
|
2022
Q4 | $377K | Buy |
9,263
+680
| +8% | +$27.7K | 0.37% | 65 |
|
|
2022
Q3 | $286K | Buy |
8,583
+299
| +4% | +$9.96K | 0.31% | 74 |
|
|
2022
Q2 | $316K | Hold |
8,284
| – | – | 0.32% | 73 |
|
|
2022
Q1 | $326K | Sell |
8,284
-139
| -2% | -$5.47K | 0.28% | 77 |
|
|
2021
Q4 | $302K | Hold |
8,423
| – | – | 0.26% | 84 |
|
|
2021
Q3 | $310K | Hold |
8,423
| – | – | 0.28% | 80 |
|
|
2021
Q2 | $343K | Sell |
8,423
-150
| -2% | -$6.11K | 0.31% | 73 |
|
|
2021
Q1 | $343K | Hold |
8,573
| – | – | 0.33% | 71 |
|
|
2020
Q4 | $297K | Buy |
+8,573
| New | +$297K | 0.3% | 70 |
|