AWA
ARS Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $330K | Sell |
2,464
-100
| -4% | -$13.4K | 0.06% | 102 |
|
2021
Q1 | $356K | Buy |
2,564
+425
| +20% | +$59K | 0.08% | 92 |
|
2020
Q4 | $288K | Buy |
2,139
+75
| +4% | +$10.1K | 0.06% | 97 |
|
2020
Q3 | $305K | Hold |
2,064
| – | – | 0.08% | 80 |
|
2020
Q2 | $292K | Hold |
2,064
| – | – | 0.09% | 77 |
|
2020
Q1 | $264K | Hold |
2,064
| – | – | 0.11% | 75 |
|
2019
Q4 | $284K | Buy |
2,064
+15
| +0.7% | +$2.06K | 0.08% | 92 |
|
2019
Q3 | $291K | Hold |
2,049
| – | – | 0.09% | 83 |
|
2019
Q2 | $273K | Buy |
+2,049
| New | +$273K | 0.09% | 94 |
|
2014
Q1 | – | Sell |
-2,102
| Closed | -$220K | – | 68 |
|
2013
Q4 | $220K | Buy |
+2,102
| New | +$220K | 0.14% | 60 |
|