Covenant Asset Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,348
| Closed | -$283K | – | 139 |
|
|
2017
Q4 | $283K | Sell |
2,348
-40
| -2% | -$4.82K | 0.16% | 120 |
|
|
2017
Q3 | $281K | Hold |
2,388
| – | – | 0.17% | 120 |
|
|
2017
Q2 | $308K | Hold |
2,388
| – | – | 0.2% | 113 |
|
|
2017
Q1 | $314K | Sell |
2,388
-2,407
| -50% | -$316K | 0.21% | 108 |
|
|
2016
Q4 | $547K | Buy |
+4,795
| New | +$547K | 0.37% | 83 |
|