WFG Advisors’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $376K | Buy |
4,385
+517
| +13% | +$44.3K | 0.09% | 249 |
|
|
2017
Q1 | $351K | Sell |
3,868
-3,373
| -47% | -$306K | 0.09% | 231 |
|
|
2016
Q4 | $632K | Sell |
7,241
-11
| -0.2% | -$960 | 0.15% | 173 |
|
|
2016
Q3 | $649K | Buy |
7,252
+4
| +0.1% | +$358 | 0.16% | 150 |
|
|
2016
Q2 | $641K | Sell |
7,248
-420
| -5% | -$37.1K | 0.17% | 145 |
|
|
2016
Q1 | $602K | Sell |
7,668
-1,293
| -14% | -$102K | 0.17% | 143 |
|
|
2015
Q4 | $652K | Buy |
8,961
+3,154
| +54% | +$229K | 0.19% | 130 |
|
|
2015
Q3 | $410K | Buy |
+5,807
| New | +$410K | 0.13% | 176 |
|