AmeriServ Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,449
| Closed | -$267K | – | 44 |
|
|
2015
Q3 | $267K | Sell |
2,449
-1,275
| -34% | -$139K | 0.51% | 44 |
|
|
2015
Q2 | $395K | Sell |
3,724
-205
| -5% | -$21.7K | 0.46% | 47 |
|
|
2015
Q1 | $421K | Sell |
3,929
-100
| -2% | -$10.7K | 0.48% | 44 |
|
|
2014
Q4 | $466K | Buy |
4,029
+948
| +31% | +$110K | 0.45% | 58 |
|
|
2014
Q3 | $318K | Buy |
3,081
+21
| +0.7% | +$2.17K | 0.55% | 70 |
|
|
2014
Q2 | $326K | Sell |
3,060
-10
| -0.3% | -$1.07K | 0.35% | 79 |
|
|
2014
Q1 | $325K | Sell |
3,070
-251
| -8% | -$26.6K | 0.33% | 84 |
|
|
2013
Q4 | $333K | Buy |
3,321
+688
| +26% | +$69K | 0.2% | 128 |
|
|
2013
Q3 | $238K | Buy |
2,633
+350
| +15% | +$31.6K | 0.15% | 155 |
|
|
2013
Q2 | $213K | Buy |
+2,283
| New | +$213K | 0.14% | 159 |
|