Taylor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-200
| Closed | -$16K | – | 145 |
|
|
2017
Q4 | $16K | Hold |
200
| – | – | 0.01% | 116 |
|
|
2017
Q3 | $16K | Sell |
200
-250
| -56% | -$20K | 0.01% | 119 |
|
|
2017
Q2 | $39K | Hold |
450
| – | – | 0.02% | 105 |
|
|
2017
Q1 | $41K | Hold |
450
| – | – | 0.02% | 107 |
|
|
2016
Q4 | $39K | Hold |
450
| – | – | 0.02% | 105 |
|
|
2016
Q3 | $40K | Hold |
450
| – | – | 0.02% | 95 |
|
|
2016
Q2 | $40K | Hold |
450
| – | – | 0.02% | 93 |
|
|
2016
Q1 | $35K | Buy |
450
+250
| +125% | +$19.4K | 0.02% | 91 |
|
|
2015
Q4 | $15K | Hold |
200
| – | – | 0.01% | 105 |
|
|
2015
Q3 | $14K | Buy |
+200
| New | +$14K | 0.01% | 114 |
|