Cypress Wealth Services’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,516
| Closed | -$201K | – | 237 |
|
|
2021
Q3 | $201K | Sell |
1,516
-1,653
| -52% | -$219K | 0.06% | 216 |
|
|
2021
Q2 | $424K | Sell |
3,169
-151
| -5% | -$20.2K | 0.12% | 156 |
|
|
2021
Q1 | $462K | Sell |
3,320
-14
| -0.4% | -$1.95K | 0.1% | 161 |
|
|
2020
Q4 | $450K | Buy |
+3,334
| New | +$450K | 0.1% | 162 |
|
|
2020
Q3 | – | Sell |
-3,346
| Closed | -$473K | – | 138 |
|
|
2020
Q2 | $473K | Buy |
3,346
+20
| +0.6% | +$2.83K | 0.11% | 151 |
|
|
2020
Q1 | $425K | Sell |
3,326
-383
| -10% | -$48.9K | 0.13% | 138 |
|
|
2019
Q4 | $510K | Sell |
3,709
-100
| -3% | -$13.8K | 0.13% | 132 |
|
|
2019
Q3 | $541K | Sell |
3,809
-2
| -0.1% | -$284 | 0.15% | 126 |
|
|
2019
Q2 | $508K | Buy |
3,811
+199
| +6% | +$26.5K | 0.15% | 128 |
|
|
2019
Q1 | $447K | Buy |
3,612
+136
| +4% | +$16.8K | 0.14% | 131 |
|
|
2018
Q4 | $396K | Sell |
3,476
-380
| -10% | -$43.3K | 0.16% | 128 |
|
|
2018
Q3 | $438K | Sell |
3,856
-159
| -4% | -$18.1K | 0.16% | 128 |
|
|
2018
Q2 | $423K | Buy |
+4,015
| New | +$423K | 0.16% | 128 |
|