Sterling Investment Advisors (Pennsylvania)’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-133
| Closed | -$5K | – | 313 |
|
|
2022
Q2 | $5K | Hold |
133
| – | – | ﹤0.01% | 453 |
|
|
2022
Q1 | $5K | Hold |
133
| – | – | ﹤0.01% | 491 |
|
|
2021
Q4 | $5K | Hold |
133
| – | – | ﹤0.01% | 485 |
|
|
2021
Q3 | $5K | Hold |
133
| – | – | ﹤0.01% | 478 |
|
|
2021
Q2 | $5K | Hold |
133
| – | – | ﹤0.01% | 455 |
|
|
2021
Q1 | $5K | Hold |
133
| – | – | ﹤0.01% | 446 |
|
|
2020
Q4 | $5K | Hold |
133
| – | – | ﹤0.01% | 402 |
|
|
2020
Q3 | $4K | Hold |
133
| – | – | ﹤0.01% | 389 |
|
|
2020
Q2 | $4K | Hold |
133
| – | – | ﹤0.01% | 388 |
|
|
2020
Q1 | $3K | Hold |
133
| – | – | ﹤0.01% | 364 |
|
|
2019
Q4 | $4K | Hold |
133
| – | – | ﹤0.01% | 372 |
|
|
2019
Q3 | $4K | Hold |
133
| – | – | ﹤0.01% | 377 |
|
|
2019
Q2 | $4K | Hold |
133
| – | – | ﹤0.01% | 380 |
|
|
2019
Q1 | $4K | Hold |
133
| – | – | ﹤0.01% | 374 |
|
|
2018
Q4 | $5K | Sell |
133
-46
| -26% | -$1.73K | ﹤0.01% | 360 |
|
|
2018
Q3 | $10K | Sell |
179
-354
| -66% | -$19.8K | 0.01% | 361 |
|
|
2018
Q2 | $33K | Hold |
533
| – | – | 0.02% | 245 |
|
|
2018
Q1 | $33K | Sell |
533
-233
| -30% | -$14.4K | 0.02% | 243 |
|
|
2017
Q4 | $60K | Hold |
766
| – | – | 0.04% | 171 |
|
|
2017
Q3 | $59K | Hold |
766
| – | – | 0.04% | 165 |
|
|
2017
Q2 | $66K | Buy |
766
+400
| +109% | +$34.5K | 0.04% | 161 |
|
|
2017
Q1 | $33K | Hold |
366
| – | – | 0.02% | 202 |
|
|
2016
Q4 | $32K | Buy |
+366
| New | +$32K | 0.03% | 178 |
|