Townsend & Associates’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-36,525
| Closed | -$1.57M | – | 76 |
|
2018
Q4 | $1.57M | Buy |
36,525
+1,310
| +4% | +$56.4K | 1.8% | 24 |
|
2018
Q3 | $1.94M | Buy |
35,215
+581
| +2% | +$32K | 1.92% | 22 |
|
2018
Q2 | $2.18M | Buy |
34,634
+1,740
| +5% | +$109K | 2.44% | 7 |
|
2018
Q1 | $2.05M | Buy |
+32,894
| New | +$2.05M | 1.64% | 18 |
|