Alpha Omega 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
Q3 | – | Sell |
-669
| Closed | -$89K | – | 402 |
|
2019
Q2 | $89K | Buy |
669
+19
| +3% | +$2.53K | 0.04% | 205 |
|
2019
Q1 | $81K | Sell |
650
-131
| -17% | -$16.3K | 0.04% | 203 |
|
2018
Q4 | $89K | Hold |
781
| – | – | 0.04% | 189 |
|
2018
Q3 | $89K | Hold |
781
| – | – | 0.04% | 186 |
|
2018
Q2 | $82K | Buy |
781
+300
| +62% | +$31.5K | 0.04% | 191 |
|
2018
Q1 | $53K | Hold |
481
| – | – | 0.03% | 209 |
|
2017
Q4 | $58K | Hold |
481
| – | – | 0.03% | 208 |
|
2017
Q3 | $57K | Hold |
481
| – | – | 0.03% | 217 |
|
2017
Q2 | $62K | Hold |
481
| – | – | 0.03% | 216 |
|
2017
Q1 | $63K | Sell |
481
-50
| -9% | -$6.55K | 0.03% | 210 |
|
2016
Q4 | $61K | Buy |
531
+400
| +305% | +$46K | 0.03% | 216 |
|
2016
Q3 | $17K | Hold |
131
| – | – | 0.01% | 147 |
|
2016
Q2 | $18K | Hold |
131
| – | – | 0.02% | 150 |
|
2016
Q1 | $18K | Buy |
+131
| New | +$18K | 0.02% | 141 |
|