Wealthfront’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-6,449
| Closed | -$405K | – | 521 |
|
|
2018
Q2 | $405K | Buy |
6,449
+1,135
| +21% | +$71.3K | ﹤0.01% | 395 |
|
|
2018
Q1 | $331K | Sell |
5,314
-9,947
| -65% | -$620K | ﹤0.01% | 427 |
|
|
2017
Q4 | $1.19M | Buy |
15,261
+3,827
| +33% | +$298K | 0.01% | 200 |
|
|
2017
Q3 | $887K | Sell |
11,434
-2,276
| -17% | -$177K | 0.01% | 220 |
|
|
2017
Q2 | $1.17M | Sell |
13,710
-1,687
| -11% | -$144K | 0.02% | 135 |
|
|
2017
Q1 | $1.4M | Buy |
15,397
+4,326
| +39% | +$393K | 0.02% | 111 |
|
|
2016
Q4 | $967K | Sell |
11,071
-307
| -3% | -$26.8K | 0.02% | 121 |
|
|
2016
Q3 | $1.02M | Buy |
11,378
+2,560
| +29% | +$229K | 0.02% | 102 |
|
|
2016
Q2 | $780K | Buy |
8,818
+773
| +10% | +$68.4K | 0.02% | 116 |
|
|
2016
Q1 | $632K | Buy |
+8,045
| New | +$632K | 0.02% | 126 |
|
|
2015
Q4 | – | Sell |
-2,744
| Closed | -$194K | – | 691 |
|
|
2015
Q3 | $194K | Buy |
+2,744
| New | +$194K | 0.01% | 282 |
|