Capital Planning Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,864
| Closed | -$241K | – | 129 |
|
|
2017
Q2 | $241K | Sell |
1,864
-1,700
| -48% | -$220K | 0.11% | 117 |
|
|
2017
Q1 | $469K | Hold |
3,564
| – | – | 0.23% | 79 |
|
|
2016
Q4 | $407K | Sell |
3,564
-200
| -5% | -$22.8K | 0.22% | 77 |
|
|
2016
Q3 | $475K | Hold |
3,764
| – | – | 0.25% | 70 |
|
|
2016
Q2 | $517K | Hold |
3,764
| – | – | 0.29% | 66 |
|
|
2016
Q1 | $506K | Hold |
3,764
| – | – | 0.24% | 65 |
|
|
2015
Q4 | $479K | Buy |
3,764
+150
| +4% | +$19.1K | 0.28% | 69 |
|
|
2015
Q3 | $394K | Sell |
3,614
-1,100
| -23% | -$120K | 0.26% | 70 |
|
|
2015
Q2 | $500K | Hold |
4,714
| – | – | 0.29% | 64 |
|
|
2015
Q1 | $505K | Hold |
4,714
| – | – | 0.35% | 50 |
|
|
2014
Q4 | $545K | Buy |
+4,714
| New | +$545K | 0.47% | 46 |
|