CWA
Cypress Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $461K | Hold |
3,722
| – | – | 0.53% | 53 |
|
|
2018
Q4 | $424K | Hold |
3,722
| – | – | 0.58% | 48 |
|
|
2018
Q3 | $423K | Hold |
3,722
| – | – | 0.44% | 55 |
|
|
2018
Q2 | $392K | Sell |
3,722
-218
| -6% | -$23K | 0.42% | 57 |
|
|
2018
Q1 | $434K | Sell |
3,940
-20
| -0.5% | -$2.2K | 0.47% | 57 |
|
|
2017
Q4 | $478K | Buy |
3,960
+254
| +7% | +$30.7K | 0.46% | 56 |
|
|
2017
Q3 | $436K | Sell |
3,706
-27
| -0.7% | -$3.18K | 0.7% | 35 |
|
|
2017
Q2 | $482K | Sell |
3,733
-974
| -21% | -$126K | 0.56% | 43 |
|
|
2017
Q1 | $620K | Sell |
4,707
-31
| -0.7% | -$4.08K | 0.28% | 80 |
|
|
2016
Q4 | $541K | Buy |
4,738
+90
| +2% | +$10.3K | 0.25% | 86 |
|
|
2016
Q3 | $586K | Buy |
4,648
+16
| +0.3% | +$2.02K | 0.26% | 84 |
|
|
2016
Q2 | $637K | Sell |
4,632
-300
| -6% | -$41.3K | 0.31% | 75 |
|
|
2016
Q1 | $663K | Buy |
4,932
+16
| +0.3% | +$2.15K | 0.3% | 69 |
|
|
2015
Q4 | $626K | Buy |
4,916
+16
| +0.3% | +$2.04K | 0.32% | 73 |
|
|
2015
Q3 | $534K | Buy |
4,900
+600
| +14% | +$65.4K | 0.29% | 76 |
|
|
2015
Q2 | $456K | Buy |
+4,300
| New | +$456K | 0.27% | 94 |
|