Edge Wealth Management’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-49
| Closed | -$6K | – | 538 |
|
2017
Q1 | $6K | Hold |
49
| – | – | ﹤0.01% | 390 |
|
2016
Q4 | $6K | Buy |
+49
| New | +$6K | ﹤0.01% | 382 |
|
2016
Q3 | – | Sell |
-4
| Closed | -$1K | – | 496 |
|
2016
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 426 |
|
2016
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 408 |
|
2015
Q4 | $1K | Sell |
4
-50
| -93% | -$12.5K | ﹤0.01% | 423 |
|
2015
Q3 | $6K | Hold |
54
| – | – | ﹤0.01% | 333 |
|
2015
Q2 | $6K | Sell |
54
-50
| -48% | -$5.56K | ﹤0.01% | 331 |
|
2015
Q1 | $11K | Buy |
104
+4
| +4% | +$423 | ﹤0.01% | 297 |
|
2014
Q4 | $12K | Sell |
100
-4
| -4% | -$480 | ﹤0.01% | 294 |
|
2014
Q3 | $11K | Hold |
104
| – | – | ﹤0.01% | 302 |
|
2014
Q2 | $11K | Hold |
104
| – | – | ﹤0.01% | 286 |
|
2014
Q1 | $11K | Hold |
104
| – | – | ﹤0.01% | 286 |
|
2013
Q4 | $10K | Buy |
104
+52
| +100% | +$5K | ﹤0.01% | 270 |
|
2013
Q3 | $5K | Hold |
52
| – | – | ﹤0.01% | 268 |
|
2013
Q2 | $5K | Buy |
+52
| New | +$5K | ﹤0.01% | 258 |
|