TRUE Private Wealth Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,902
| Closed | -$65K | – | 482 |
|
|
2020
Q4 | $65K | Buy |
1,902
+3
| +0.2% | +$103 | 0.01% | 325 |
|
|
2020
Q3 | $56K | Sell |
1,899
-512
| -21% | -$15.1K | 0.01% | 324 |
|
|
2020
Q2 | $77K | Buy |
2,411
+336
| +16% | +$10.7K | 0.01% | 276 |
|
|
2020
Q1 | $51K | Buy |
2,075
+255
| +14% | +$6.27K | 0.01% | 289 |
|
|
2019
Q4 | $58K | Buy |
+1,820
| New | +$58K | 0.01% | 348 |
|
|
2019
Q3 | – | Sell |
-1,751
| Closed | -$54K | – | 495 |
|
|
2019
Q2 | $54K | Buy |
+1,751
| New | +$54K | 0.01% | 331 |
|
|
2018
Q4 | – | Sell |
-1,341
| Closed | -$73.9K | – | 612 |
|
|
2018
Q3 | $73.9K | Buy |
+1,341
| New | +$73.9K | 0.01% | 403 |
|