Charter Oak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-535
| Closed | -$72K | – | 538 |
|
|
2022
Q2 | $72K | Hold |
535
| – | – | 0.01% | 284 |
|
|
2022
Q1 | $66K | Hold |
535
| – | – | 0.01% | 313 |
|
|
2021
Q4 | $76K | Hold |
535
| – | – | 0.01% | 288 |
|
|
2021
Q3 | $71K | Buy |
535
+33
| +7% | +$4.38K | 0.01% | 286 |
|
|
2021
Q2 | $67K | Sell |
502
-19
| -4% | -$2.54K | 0.01% | 283 |
|
|
2021
Q1 | $72K | Hold |
521
| – | – | 0.01% | 273 |
|
|
2020
Q4 | $70K | Buy |
+521
| New | +$70K | 0.01% | 255 |
|