Straight Path Wealth Management’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27,900
| Closed | -$939K | – | 93 |
|
|
2023
Q3 | $939K | Hold |
27,900
| – | – | 0.64% | 22 |
|
|
2023
Q2 | $990K | Buy |
27,900
+900
| +3% | +$32K | 0.68% | 19 |
|
|
2023
Q1 | $1.04M | Hold |
27,000
| – | – | 0.83% | 17 |
|
|
2022
Q4 | $1.1M | Hold |
27,000
| – | – | 1.05% | 17 |
|
|
2022
Q3 | $900K | Hold |
27,000
| – | – | 0.81% | 26 |
|
|
2022
Q2 | $1.03M | Hold |
27,000
| – | – | 1.01% | 22 |
|
|
2022
Q1 | $1.06M | Hold |
27,000
| – | – | 0.9% | 20 |
|
|
2021
Q4 | $969K | Buy |
+27,000
| New | +$969K | 0.84% | 22 |
|