Epstein & White Financial’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,883
| Closed | -$480K | – | 77 |
|
|
2019
Q2 | $480K | Sell |
3,883
-1,247
| -24% | -$154K | 0.26% | 41 |
|
|
2019
Q1 | $621K | Buy |
5,130
+3,185
| +164% | +$386K | 0.36% | 31 |
|
|
2018
Q4 | $212K | Buy |
1,945
+33
| +2% | +$3.6K | 0.13% | 78 |
|
|
2018
Q3 | $208K | Sell |
1,912
-615
| -24% | -$66.9K | 0.14% | 87 |
|
|
2018
Q2 | $277K | Sell |
2,527
-421
| -14% | -$46.1K | 0.21% | 79 |
|
|
2018
Q1 | $335K | Sell |
2,948
-69
| -2% | -$7.84K | 0.22% | 74 |
|
|
2017
Q4 | $346K | Buy |
+3,017
| New | +$346K | 0.2% | 71 |
|