WealthSource Partners’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,865
| Closed | -$399K | – | 448 |
|
|
2019
Q2 | $399K | Buy |
12,865
+5,964
| +86% | +$185K | 0.06% | 279 |
|
|
2019
Q1 | $225K | Sell |
6,901
-3,349
| -33% | -$109K | 0.05% | 315 |
|
|
2018
Q4 | $441K | Buy |
10,250
+5,757
| +128% | +$248K | 0.13% | 162 |
|
|
2018
Q3 | $248K | Buy |
4,493
+1,298
| +41% | +$71.6K | 0.06% | 250 |
|
|
2018
Q2 | $201K | Buy |
+3,195
| New | +$201K | 0.06% | 285 |
|
|
2017
Q4 | – | Sell |
-5,714
| Closed | -$443K | – | 317 |
|
|
2017
Q3 | $443K | Buy |
+5,714
| New | +$443K | 0.15% | 149 |
|