WEC
Winslow Evans & Crocker’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $66K | Buy |
1,903
+1,169
| +159% | +$40.5K | 0.01% | 531 |
|
|
2020
Q3 | $22K | Hold |
734
| – | – | 0.01% | 604 |
|
|
2020
Q2 | $23K | Buy |
734
+316
| +76% | +$9.9K | 0.01% | 586 |
|
|
2020
Q1 | $12K | Sell |
418
-34
| -8% | -$976 | ﹤0.01% | 666 |
|
|
2019
Q4 | $16K | Hold |
452
| – | – | ﹤0.01% | 714 |
|
|
2019
Q3 | $14K | Hold |
452
| – | – | ﹤0.01% | 717 |
|
|
2019
Q2 | $16K | Sell |
452
-174
| -28% | -$6.16K | ﹤0.01% | 716 |
|
|
2019
Q1 | $22K | Sell |
626
-32
| -5% | -$1.13K | 0.01% | 642 |
|
|
2018
Q4 | $30K | Sell |
658
-314
| -32% | -$14.3K | 0.01% | 552 |
|
|
2018
Q3 | $56K | Sell |
972
-338
| -26% | -$19.5K | 0.02% | 464 |
|
|
2018
Q2 | $84K | Sell |
1,310
-830
| -39% | -$53.2K | 0.03% | 400 |
|
|
2018
Q1 | $133K | Sell |
2,140
-260
| -11% | -$16.2K | 0.04% | 307 |
|
|
2017
Q4 | $186K | Sell |
2,400
-60
| -2% | -$4.66K | 0.06% | 267 |
|
|
2017
Q3 | $191K | Sell |
2,460
-1,593
| -39% | -$123K | 0.06% | 259 |
|
|
2017
Q2 | $347K | Sell |
4,053
-117
| -3% | -$10K | 0.1% | 229 |
|
|
2017
Q1 | $379K | Sell |
4,170
-126
| -3% | -$11.4K | 0.12% | 179 |
|
|
2016
Q4 | $375K | Sell |
4,296
-5,624
| -57% | -$491K | 0.12% | 179 |
|
|
2016
Q3 | $888K | Buy |
9,920
+324
| +3% | +$29K | 0.25% | 88 |
|
|
2016
Q2 | $849K | Buy |
9,596
+5,325
| +125% | +$471K | 0.25% | 94 |
|
|
2016
Q1 | $336K | Buy |
4,271
+199
| +5% | +$15.6K | 0.1% | 188 |
|
|
2015
Q4 | $296K | Buy |
4,072
+34
| +0.8% | +$2.47K | 0.08% | 230 |
|
|
2015
Q3 | $285K | Buy |
+4,038
| New | +$285K | 0.09% | 223 |
|