Bourgeon Capital Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-500
| Closed | -$66K | – | 278 |
|
2021
Q3 | $66K | Hold |
500
| – | – | 0.01% | 150 |
|
2021
Q2 | $67K | Hold |
500
| – | – | 0.01% | 152 |
|
2021
Q1 | $70K | Hold |
500
| – | – | 0.02% | 147 |
|
2020
Q4 | $67K | Hold |
500
| – | – | 0.02% | 137 |
|
2020
Q3 | $74K | Hold |
500
| – | – | 0.02% | 127 |
|
2020
Q2 | $71K | Hold |
500
| – | – | 0.03% | 105 |
|
2020
Q1 | $64K | Sell |
500
-300
| -38% | -$38.4K | 0.03% | 98 |
|
2019
Q4 | $110K | Hold |
800
| – | – | 0.05% | 88 |
|
2019
Q3 | $114K | Buy |
+800
| New | +$114K | 0.06% | 82 |
|