Charles Schwab Investment Advisory’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-49,527
| Closed | -$6.81M | – | 111 |
|
|
2019
Q4 | $6.81M | Sell |
49,527
-8,664
| -15% | -$1.19M | 0.01% | 152 |
|
|
2019
Q3 | $8.27M | Sell |
58,191
-36,996
| -39% | -$5.26M | 0.01% | 148 |
|
|
2019
Q2 | $12.7M | Sell |
95,187
-35,662
| -27% | -$4.75M | 0.02% | 149 |
|
|
2019
Q1 | $16.2M | Sell |
130,849
-22,092
| -14% | -$2.74M | 0.03% | 149 |
|
|
2018
Q4 | $17.4M | Sell |
152,941
-23,789
| -13% | -$2.71M | 0.03% | 148 |
|
|
2018
Q3 | $20.1M | Sell |
176,730
-11,034
| -6% | -$1.25M | 0.03% | 140 |
|
|
2018
Q2 | $19.8M | Buy |
+187,764
| New | +$19.8M | 0.04% | 139 |
|