Valmark Advisers’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,531
| Closed | -$351K | – | 454 |
|
|
2022
Q3 | $351K | Sell |
10,531
-49
| -0.5% | -$1.63K | 0.01% | 327 |
|
|
2022
Q2 | $404K | Buy |
10,580
+2,551
| +32% | +$97.4K | 0.01% | 316 |
|
|
2022
Q1 | $316K | Sell |
8,029
-8
| -0.1% | -$315 | 0.01% | 363 |
|
|
2021
Q4 | $289K | Buy |
8,037
+110
| +1% | +$3.96K | 0.01% | 353 |
|
|
2021
Q3 | $292K | Buy |
7,927
+2,600
| +49% | +$95.8K | 0.01% | 325 |
|
|
2021
Q2 | $217K | Hold |
5,327
| – | – | ﹤0.01% | 364 |
|
|
2021
Q1 | $213K | Buy |
+5,327
| New | +$213K | ﹤0.01% | 353 |
|