Verus Financial Partners’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-2,364
| Closed | -$202K | – | 48 |
|
2017
Q2 | $202K | Buy |
2,364
+128
| +6% | +$10.9K | 0.08% | 45 |
|
2017
Q1 | $203K | Sell |
2,236
-67
| -3% | -$6.08K | 0.08% | 52 |
|
2016
Q4 | $201K | Sell |
2,303
-63
| -3% | -$5.5K | 0.09% | 45 |
|
2016
Q3 | $212K | Buy |
2,366
+10
| +0.4% | +$896 | 0.09% | 42 |
|
2016
Q2 | $208K | Buy |
+2,356
| New | +$208K | 0.09% | 41 |
|