Wealthstreet Investment Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-17,118
| Closed | -$685K | – | 219 |
|
|
2021
Q1 | $685K | Sell |
17,118
-346
| -2% | -$13.8K | 0.07% | 215 |
|
|
2020
Q4 | $605K | Buy |
17,464
+626
| +4% | +$21.7K | 0.06% | 220 |
|
|
2020
Q3 | $504K | Hold |
16,838
| – | – | 0.06% | 220 |
|
|
2020
Q2 | $537K | Hold |
16,838
| – | – | 0.07% | 202 |
|
|
2020
Q1 | $417K | Sell |
16,838
-3,455
| -17% | -$85.6K | 0.06% | 210 |
|
|
2019
Q4 | $652K | Sell |
20,293
-869
| -4% | -$27.9K | 0.08% | 206 |
|
|
2019
Q3 | $595K | Sell |
21,162
-2,400
| -10% | -$67.5K | 0.08% | 199 |
|
|
2019
Q2 | $731K | Sell |
23,562
-1,605
| -6% | -$49.8K | 0.09% | 173 |
|
|
2019
Q1 | $822K | Sell |
25,167
-5,441
| -18% | -$178K | 0.11% | 162 |
|
|
2018
Q4 | $1.44M | Sell |
30,608
-6,239
| -17% | -$293K | 0.2% | 109 |
|
|
2018
Q3 | $2.03M | Sell |
36,847
-2,122
| -5% | -$117K | 0.25% | 90 |
|
|
2018
Q2 | $2.45M | Buy |
38,969
+625
| +2% | +$39.3K | 0.32% | 77 |
|
|
2018
Q1 | $2.39M | Buy |
38,344
+1,978
| +5% | +$123K | 0.3% | 82 |
|
|
2017
Q4 | $2.83M | Buy |
+36,366
| New | +$2.83M | 0.34% | 72 |
|