Circle Wealth Management’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 |
-1,910
| Closed | -$263K | – | 207 |
|
|
2019
Q4 | $263K | Sell |
1,910
-665
| -26% | -$91.6K | 0.05% | 148 |
|
|
2019
Q3 | $366K | Buy |
+2,575
| New | +$366K | 0.08% | 118 |
|
|
2019
Q2 | – | Sell |
-2,292
| Closed | -$284K | – | 165 |
|
|
2019
Q1 | $284K | Buy |
2,292
+1
| +0% | +$124 | 0.06% | 129 |
|
|
2018
Q4 | $261K | Buy |
2,291
+68
| +3% | +$7.75K | 0.1% | 66 |
|
|
2018
Q3 | $253K | Buy |
2,223
+4
| +0.2% | +$455 | 0.08% | 85 |
|
|
2018
Q2 | $234K | Sell |
2,219
-49
| -2% | -$5.17K | 0.08% | 92 |
|
|
2018
Q1 | $250K | Buy |
2,268
+4
| +0.2% | +$441 | 0.09% | 82 |
|
|
2017
Q4 | $273K | Sell |
2,264
-23
| -1% | -$2.77K | 0.1% | 78 |
|
|
2017
Q3 | $269K | Buy |
2,287
+59
| +3% | +$6.94K | 0.11% | 72 |
|
|
2017
Q2 | $288K | Buy |
2,228
+145
| +7% | +$18.7K | 0.13% | 63 |
|
|
2017
Q1 | $268K | Buy |
2,083
+1
| +0% | +$129 | 0.13% | 60 |
|
|
2016
Q4 | $238K | Buy |
+2,082
| New | +$238K | 0.13% | 59 |
|