CPA
Clear Perspective Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $285K | Sell |
1,993
-100
| -5% | -$14.3K | 0.09% | 144 |
|
|
2021
Q3 | $277K | Sell |
2,093
-550
| -21% | -$72.8K | 0.09% | 134 |
|
|
2021
Q2 | $354K | Sell |
2,643
-105
| -4% | -$14.1K | 0.12% | 119 |
|
|
2021
Q1 | $382K | Sell |
2,748
-1,075
| -28% | -$149K | 0.15% | 105 |
|
|
2020
Q4 | $515K | Buy |
3,823
+2,350
| +160% | +$317K | 0.21% | 83 |
|
|
2020
Q3 | $206 | Hold |
1,473
| – | – | 0.1% | 131 |
|
|
2020
Q2 | $208K | Buy |
+1,473
| New | +$208K | 0.11% | 117 |
|
|
2020
Q1 | – | Sell |
-1,623
| Closed | -$223K | – | 122 |
|
|
2019
Q4 | $223K | Sell |
1,623
-200
| -11% | -$27.5K | 0.14% | 126 |
|
|
2019
Q3 | $259K | Hold |
1,823
| – | – | 0.12% | 119 |
|
|
2019
Q2 | $243K | Sell |
1,823
-417
| -19% | -$55.6K | 0.16% | 127 |
|
|
2019
Q1 | $276K | Sell |
2,240
-1,730
| -44% | -$213K | 0.2% | 114 |
|
|
2018
Q4 | $452K | Buy |
3,970
+250
| +7% | +$28.5K | 0.38% | 81 |
|
|
2018
Q3 | $423K | Sell |
3,720
-350
| -9% | -$39.8K | 0.31% | 94 |
|
|
2018
Q2 | $429K | Buy |
4,070
+975
| +32% | +$103K | 0.3% | 90 |
|
|
2018
Q1 | $341K | Buy |
3,095
+1,284
| +71% | +$141K | 0.25% | 97 |
|
|
2017
Q4 | $219K | Sell |
1,811
-60
| -3% | -$7.26K | 0.17% | 129 |
|
|
2017
Q3 | $220K | Buy |
1,871
+16
| +0.9% | +$1.88K | 0.18% | 127 |
|
|
2017
Q2 | $239K | Hold |
1,855
| – | – | 0.2% | 111 |
|
|
2017
Q1 | $244K | Sell |
1,855
-1,250
| -40% | -$164K | 0.16% | 109 |
|
|
2016
Q4 | $354K | Buy |
+3,105
| New | +$354K | 0.23% | 88 |
|