Wills Financial Group’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,090
| Closed | -$335K | – | 63 |
|
|
2018
Q3 | $335K | Sell |
6,090
-4,373
| -42% | -$241K | 0.22% | 60 |
|
|
2018
Q2 | $657K | Sell |
10,463
-5,036
| -32% | -$316K | 0.48% | 48 |
|
|
2018
Q1 | $965K | Sell |
15,499
-697
| -4% | -$43.4K | 0.71% | 40 |
|
|
2017
Q4 | $1.26M | Sell |
16,196
-4,335
| -21% | -$337K | 0.88% | 36 |
|
|
2017
Q3 | $1.59M | Buy |
20,531
+125
| +0.6% | +$9.69K | 1.17% | 33 |
|
|
2017
Q2 | $1.75M | Buy |
+20,406
| New | +$1.75M | 1.3% | 31 |
|