WealthPLAN Partners’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-559
| Closed | -$19.8K | – | 744 |
|
|
2023
Q2 | $19.8K | Sell |
559
-82
| -13% | -$2.91K | ﹤0.01% | 682 |
|
|
2023
Q1 | $24.8K | Buy |
+641
| New | +$24.8K | ﹤0.01% | 684 |
|
|
2017
Q2 | – | Sell |
-282
| Closed | -$25.8K | – | 314 |
|
|
2017
Q1 | $25.8K | Buy |
+282
| New | +$25.8K | 0.09% | 158 |
|
|
2016
Q3 | $258K | Sell |
2,929
-2,769
| -49% | -$244K | 0.08% | 128 |
|
|
2016
Q2 | $259K | Buy |
+5,698
| New | +$259K | 0.03% | 320 |
|
|
2015
Q4 | $153K | Buy |
+5,612
| New | +$153K | 0.02% | 316 |
|