CLA (CliftonLarsonAllen) Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,935
| Closed | -$256K | – | 234 |
|
|
2021
Q3 | $256K | Buy |
1,935
+5
| +0.3% | +$661 | 0.01% | 282 |
|
|
2021
Q2 | $258K | Buy |
+1,930
| New | +$258K | 0.01% | 281 |
|
|
2017
Q4 | – | Sell |
-14,305
| Closed | -$1.68M | – | 133 |
|
|
2017
Q3 | $1.68M | Buy |
14,305
+126
| +0.9% | +$14.8K | 0.18% | 67 |
|
|
2017
Q2 | $1.83M | Sell |
14,179
-480
| -3% | -$62K | 0.2% | 62 |
|
|
2017
Q1 | $1.93M | Buy |
14,659
+1,438
| +11% | +$189K | 0.22% | 58 |
|
|
2016
Q4 | $1.51M | Buy |
13,221
+1,232
| +10% | +$141K | 0.17% | 70 |
|
|
2016
Q3 | $1.51M | Buy |
+11,989
| New | +$1.51M | 0.18% | 67 |
|