CWM
Confluence Wealth Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $307K | Sell |
2,160
-749
| -26% | -$106K | 0.15% | 104 |
|
|
2020
Q2 | $411K | Buy |
2,909
+69
| +2% | +$9.75K | 0.19% | 83 |
|
|
2020
Q1 | $363K | Buy |
2,840
+925
| +48% | +$118K | 0.2% | 87 |
|
|
2019
Q4 | $263K | Sell |
1,915
-245
| -11% | -$33.6K | 0.12% | 111 |
|
|
2019
Q3 | $307K | Buy |
2,160
+50
| +2% | +$7.11K | 0.15% | 104 |
|
|
2019
Q2 | $281K | Sell |
2,110
-132
| -6% | -$17.6K | 0.14% | 104 |
|
|
2019
Q1 | $278K | Sell |
2,242
-914
| -29% | -$113K | 0.14% | 102 |
|
|
2018
Q4 | $360K | Sell |
3,156
-2,973
| -49% | -$339K | 0.2% | 87 |
|
|
2018
Q3 | $696K | Buy |
6,129
+18
| +0.3% | +$2.04K | 0.36% | 65 |
|
|
2018
Q2 | $644K | Sell |
6,111
-141
| -2% | -$14.9K | 0.34% | 68 |
|
|
2018
Q1 | $689K | Buy |
6,252
+2,252
| +56% | +$248K | 0.35% | 64 |
|
|
2017
Q4 | $483K | Buy |
4,000
+925
| +30% | +$112K | 0.23% | 83 |
|
|
2017
Q3 | $362K | Buy |
3,075
+264
| +9% | +$31.1K | 0.18% | 96 |
|
|
2017
Q2 | $363K | Buy |
2,811
+11
| +0.4% | +$1.42K | 0.17% | 93 |
|
|
2017
Q1 | $369K | Buy |
2,800
+81
| +3% | +$10.7K | 0.18% | 94 |
|
|
2016
Q4 | $310K | Sell |
2,719
-148
| -5% | -$16.9K | 0.16% | 107 |
|
|
2016
Q3 | $362K | Buy |
2,867
+244
| +9% | +$30.8K | 0.18% | 102 |
|
|
2016
Q2 | $361K | Buy |
2,623
+99
| +4% | +$13.6K | 0.18% | 103 |
|
|
2016
Q1 | $340K | Buy |
2,524
+195
| +8% | +$26.3K | 0.15% | 108 |
|
|
2015
Q4 | $296K | Buy |
2,329
+164
| +8% | +$20.8K | 0.14% | 108 |
|
|
2015
Q3 | $236K | Buy |
+2,165
| New | +$236K | 0.13% | 110 |
|
|
2015
Q1 | – | Sell |
-1,764
| Closed | -$204K | – | 105 |
|
|
2014
Q4 | $204K | Buy |
+1,764
| New | +$204K | 0.13% | 87 |
|