WBH Advisory’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,582
| Closed | -$223K | – | 232 |
|
|
2018
Q1 | $223K | Sell |
3,582
-292
| -8% | -$18.2K | 0.06% | 210 |
|
|
2017
Q4 | $301K | Sell |
3,874
-94
| -2% | -$7.3K | 0.08% | 188 |
|
|
2017
Q3 | $307K | Buy |
3,968
+27
| +0.7% | +$2.09K | 0.09% | 187 |
|
|
2017
Q2 | $337K | Buy |
3,941
+99
| +3% | +$8.47K | 0.09% | 171 |
|
|
2017
Q1 | $348K | Buy |
3,842
+504
| +15% | +$45.7K | 0.1% | 168 |
|
|
2016
Q4 | $291K | Buy |
3,338
+8
| +0.2% | +$697 | 0.1% | 182 |
|
|
2016
Q3 | $298K | Buy |
+3,330
| New | +$298K | 0.1% | 172 |
|