Univest Financial’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 |
-6,508
| Closed | -$212K | – | 110 |
|
|
2019
Q1 | $212K | Sell |
6,508
-18,044
| -73% | -$588K | 0.07% | 109 |
|
|
2018
Q4 | $1.06M | Sell |
24,552
-18,649
| -43% | -$803K | 0.39% | 61 |
|
|
2018
Q3 | $2.38M | Sell |
43,201
-31
| -0.1% | -$1.71K | 0.73% | 53 |
|
|
2018
Q2 | $2.72M | Buy |
+43,232
| New | +$2.72M | 1.09% | 45 |
|