WESPAC Advisors SoCal’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-230
| Closed | -$7K | – | 196 |
|
|
2019
Q1 | $7K | Hold |
230
| – | – | ﹤0.01% | 263 |
|
|
2018
Q4 | $9K | Hold |
230
| – | – | 0.01% | 249 |
|
|
2018
Q3 | $12K | Buy |
+230
| New | +$12K | 0.01% | 223 |
|
|
2018
Q2 | – | Sell |
-346
| Closed | -$21K | – | 176 |
|
|
2018
Q1 | $21K | Buy |
346
+116
| +50% | +$7.04K | 0.01% | 164 |
|
|
2017
Q4 | $17K | Hold |
230
| – | – | 0.01% | 167 |
|
|
2017
Q3 | $17K | Hold |
230
| – | – | 0.01% | 174 |
|
|
2017
Q2 | $19K | Hold |
230
| – | – | 0.01% | 156 |
|
|
2017
Q1 | $20.9K | Hold |
230
| – | – | 0.01% | 150 |
|
|
2016
Q4 | $20.1K | Hold |
230
| – | – | 0.01% | 150 |
|
|
2016
Q3 | $20.6K | Hold |
230
| – | – | 0.01% | 147 |
|
|
2016
Q2 | $20.4K | Hold |
230
| – | – | 0.01% | 156 |
|
|
2016
Q1 | $18.1K | Hold |
230
| – | – | 0.01% | 162 |
|
|
2015
Q4 | $16K | Buy |
+230
| New | +$16K | 0.01% | 168 |
|