WealthTrust-Arizona’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 |
-195
| Closed | -$12K | – | 706 |
|
|
2018
Q2 | $12K | Sell |
195
-69
| -26% | -$4.25K | 0.01% | 367 |
|
|
2018
Q1 | $16K | Sell |
264
-13
| -5% | -$788 | 0.01% | 327 |
|
|
2017
Q4 | $22K | Hold |
277
| – | – | 0.01% | 270 |
|
|
2017
Q3 | $21K | Sell |
277
-19
| -6% | -$1.44K | 0.01% | 266 |
|
|
2017
Q2 | $25K | Hold |
296
| – | – | 0.01% | 233 |
|
|
2017
Q1 | $27K | Hold |
296
| – | – | 0.01% | 213 |
|
|
2016
Q4 | $26K | Hold |
296
| – | – | 0.01% | 217 |
|
|
2016
Q3 | $26K | Hold |
296
| – | – | 0.02% | 216 |
|
|
2016
Q2 | $26K | Hold |
296
| – | – | 0.02% | 203 |
|
|
2016
Q1 | $23K | Buy |
296
+46
| +18% | +$3.57K | 0.01% | 214 |
|
|
2015
Q4 | $18K | Buy |
250
+67
| +37% | +$4.82K | 0.01% | 275 |
|
|
2015
Q3 | $13K | Buy |
+183
| New | +$13K | 0.01% | 337 |
|