WP
WMS Partners’s Kraft Heinz KHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,265
| Closed | -$205K | – | 224 |
|
|
2018
Q2 | $205K | Sell |
3,265
-29
| -0.9% | -$1.82K | 0.02% | 209 |
|
|
2018
Q1 | $205K | Sell |
3,294
-100
| -3% | -$6.22K | 0.02% | 209 |
|
|
2017
Q4 | $264K | Buy |
3,394
+468
| +16% | +$36.4K | 0.03% | 196 |
|
|
2017
Q3 | $227K | Sell |
2,926
-58
| -2% | -$4.5K | 0.03% | 190 |
|
|
2017
Q2 | $256K | Buy |
+2,984
| New | +$256K | 0.03% | 180 |
|