TSWM
Triangle Securities Wealth Management’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-13,065
| Closed | -$481K | – | 179 |
|
|
2021
Q3 | $481K | Buy |
13,065
+2,740
| +27% | +$101K | 0.16% | 133 |
|
|
2021
Q2 | $421K | Buy |
+10,325
| New | +$421K | 0.14% | 143 |
|
|
2017
Q2 | – | Sell |
-2,543
| Closed | -$231K | – | 132 |
|
|
2017
Q1 | $231K | Sell |
2,543
-90
| -3% | -$8.18K | 0.15% | 123 |
|
|
2016
Q4 | $230K | Buy |
2,633
+50
| +2% | +$4.37K | 0.15% | 115 |
|
|
2016
Q3 | $231K | Sell |
2,583
-85
| -3% | -$7.6K | 0.16% | 115 |
|
|
2016
Q2 | $236K | Sell |
2,668
-223
| -8% | -$19.7K | 0.18% | 112 |
|
|
2016
Q1 | $227K | Sell |
2,891
-16
| -0.6% | -$1.26K | 0.15% | 124 |
|
|
2015
Q4 | $212K | Buy |
+2,907
| New | +$212K | 0.14% | 115 |
|