Wealthspire Advisors (Maryland)’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $288K | Buy |
+9,608
| New | +$288K | 0.01% | 350 |
|
|
2019
Q2 | – | Sell |
-3,858
| Closed | -$126K | – | 1290 |
|
|
2019
Q1 | $126K | Sell |
3,858
-851
| -18% | -$27.8K | 0.01% | 563 |
|
|
2018
Q4 | $203K | Sell |
4,709
-573
| -11% | -$24.7K | 0.02% | 396 |
|
|
2018
Q3 | $291K | Sell |
5,282
-1,140
| -18% | -$62.8K | 0.02% | 365 |
|
|
2018
Q2 | $403K | Sell |
6,422
-306
| -5% | -$19.2K | 0.04% | 283 |
|
|
2018
Q1 | $419K | Sell |
6,728
-211
| -3% | -$13.1K | 0.04% | 284 |
|
|
2017
Q4 | $540K | Buy |
6,939
+539
| +8% | +$41.9K | 0.05% | 237 |
|
|
2017
Q3 | $496K | Sell |
6,400
-806
| -11% | -$62.5K | 0.05% | 239 |
|
|
2017
Q2 | $617K | Buy |
7,206
+145
| +2% | +$12.4K | 0.07% | 189 |
|
|
2017
Q1 | $641K | Sell |
7,061
-1,117
| -14% | -$101K | 0.09% | 145 |
|
|
2016
Q4 | $714K | Buy |
8,178
+261
| +3% | +$22.8K | 0.11% | 129 |
|
|
2016
Q3 | $709K | Sell |
7,917
-344
| -4% | -$30.8K | 0.11% | 128 |
|
|
2016
Q2 | $731K | Sell |
8,261
-263
| -3% | -$23.3K | 0.12% | 126 |
|
|
2016
Q1 | $670K | Buy |
8,524
+2,515
| +42% | +$198K | 0.12% | 122 |
|
|
2015
Q4 | $437K | Buy |
+6,009
| New | +$437K | 0.08% | 178 |
|