Zhang Financial’s Kraft Heinz KHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,693
| Closed | -$245K | – | 88 |
|
|
2018
Q4 | $245K | Buy |
5,693
+326
| +6% | +$14K | 0.12% | 73 |
|
|
2018
Q3 | $298K | Sell |
5,367
-125
| -2% | -$6.94K | 0.14% | 60 |
|
|
2018
Q2 | $341K | Buy |
5,492
+283
| +5% | +$17.6K | 0.17% | 53 |
|
|
2018
Q1 | $313K | Sell |
5,209
-95
| -2% | -$5.71K | 0.16% | 59 |
|
|
2017
Q4 | $416K | Sell |
5,304
-233
| -4% | -$18.3K | 0.2% | 48 |
|
|
2017
Q3 | $428K | Buy |
5,537
+72
| +1% | +$5.57K | 0.22% | 47 |
|
|
2017
Q2 | $452K | Buy |
5,465
+161
| +3% | +$13.3K | 0.24% | 47 |
|
|
2017
Q1 | $416K | Sell |
5,304
-161
| -3% | -$12.6K | 0.21% | 46 |
|
|
2016
Q4 | $486K | Buy |
5,465
+95
| +2% | +$8.45K | 0.26% | 45 |
|
|
2016
Q3 | $481K | Hold |
5,370
| – | – | 0.26% | 44 |
|
|
2016
Q2 | $475K | Sell |
5,370
-43
| -0.8% | -$3.8K | 0.26% | 46 |
|
|
2016
Q1 | $425K | Sell |
5,413
-114
| -2% | -$8.95K | 0.24% | 47 |
|
|
2015
Q4 | $402K | Sell |
5,527
-35
| -0.6% | -$2.55K | 0.24% | 51 |
|
|
2015
Q3 | $393K | Buy |
+5,562
| New | +$393K | 0.25% | 49 |
|