TrinityPoint Wealth’s Kraft Heinz KHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-36,172
Closed -$1.18M 180
2019
Q1
$1.18M Buy
36,172
+18,361
+103% +$599K 0.58% 51
2018
Q4
$767K Buy
+17,811
New +$767K 0.47% 65