Aevitas Wealth Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,262
| Closed | -$156K | – | 222 |
|
|
2019
Q1 | $156K | Sell |
1,262
-11
| -0.9% | -$1.36K | 0.14% | 114 |
|
|
2018
Q4 | $145K | Sell |
1,273
-35
| -3% | -$3.99K | 0.15% | 113 |
|
|
2018
Q3 | $149K | Buy |
1,308
+6
| +0.5% | +$683 | 0.13% | 118 |
|
|
2018
Q2 | $137K | Buy |
1,302
+5
| +0.4% | +$526 | 0.13% | 120 |
|
|
2018
Q1 | $143K | Buy |
1,297
+4
| +0.3% | +$441 | 0.14% | 117 |
|
|
2017
Q4 | $156K | Buy |
+1,293
| New | +$156K | 0.15% | 110 |
|