TrueWealth LLC’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $9K | Sell |
277
-369
| -57% | -$12K | ﹤0.01% | 483 |
|
|
2020
Q1 | $16K | Sell |
646
-8
| -1% | -$198 | 0.01% | 389 |
|
|
2019
Q4 | $21K | Sell |
654
-500
| -43% | -$16.1K | 0.01% | 373 |
|
|
2019
Q3 | $32K | Sell |
1,154
-400
| -26% | -$11.1K | 0.01% | 310 |
|
|
2019
Q2 | $48K | Sell |
1,554
-623
| -29% | -$19.2K | 0.02% | 269 |
|
|
2019
Q1 | $71K | Hold |
2,177
| – | – | 0.03% | 228 |
|
|
2018
Q4 | $94K | Sell |
2,177
-820
| -27% | -$35.4K | 0.05% | 192 |
|
|
2018
Q3 | $165K | Hold |
2,997
| – | – | 0.08% | 154 |
|
|
2018
Q2 | $188K | Sell |
2,997
-20
| -0.7% | -$1.26K | 0.09% | 139 |
|
|
2018
Q1 | $188K | Buy |
3,017
+1,176
| +64% | +$73.3K | 0.09% | 130 |
|
|
2017
Q4 | $143K | Buy |
+1,841
| New | +$143K | 0.07% | 170 |
|