BWA
Burt Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-252
| Closed | -$34K | – | 232 |
|
|
2020
Q4 | $34K | Hold |
252
| – | – | 0.01% | 210 |
|
|
2020
Q3 | $37K | Hold |
252
| – | – | 0.01% | 193 |
|
|
2020
Q2 | $36K | Hold |
252
| – | – | 0.01% | 195 |
|
|
2020
Q1 | $32K | Buy |
252
+46
| +22% | +$5.84K | 0.01% | 194 |
|
|
2019
Q4 | $28K | Hold |
206
| – | – | 0.01% | 212 |
|
|
2019
Q3 | $29K | Hold |
206
| – | – | 0.01% | 205 |
|
|
2019
Q2 | $27K | Hold |
206
| – | – | 0.01% | 211 |
|
|
2019
Q1 | $26K | Hold |
206
| – | – | 0.01% | 218 |
|
|
2018
Q4 | $23K | Hold |
206
| – | – | 0.01% | 225 |
|
|
2018
Q3 | $23K | Hold |
206
| – | – | 0.01% | 239 |
|
|
2018
Q2 | $22K | Hold |
206
| – | – | 0.01% | 242 |
|
|
2018
Q1 | $23K | Hold |
206
| – | – | 0.01% | 243 |
|
|
2017
Q4 | $25K | Hold |
206
| – | – | 0.02% | 233 |
|
|
2017
Q3 | $24K | Hold |
206
| – | – | 0.02% | 222 |
|
|
2017
Q2 | $26K | Hold |
206
| – | – | 0.02% | 239 |
|
|
2017
Q1 | $27K | Hold |
206
| – | – | 0.02% | 212 |
|
|
2016
Q4 | $24K | Buy |
+206
| New | +$24K | 0.02% | 220 |
|
|
2016
Q2 | – | Sell |
-500
| Closed | -$67K | – | 497 |
|
|
2016
Q1 | $67K | Buy |
+500
| New | +$67K | 0.06% | 141 |
|