Stevens First Principles Investment Advisors’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,725
| Closed | -$74K | – | 159 |
|
|
2018
Q4 | $74K | Hold |
1,725
| – | – | 0.05% | 77 |
|
|
2018
Q3 | $95K | Hold |
1,725
| – | – | 0.05% | 83 |
|
|
2018
Q2 | $108K | Buy |
+1,725
| New | +$108K | 0.07% | 79 |
|
|
2016
Q1 | – | Sell |
-1,500
| Closed | -$109K | – | 160 |
|
|
2015
Q4 | $109K | Hold |
1,500
| – | – | 0.09% | 78 |
|
|
2015
Q3 | $106K | Buy |
+1,500
| New | +$106K | 0.08% | 91 |
|