FSA
Fort Sheridan Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,700
| Closed | -$230K | – | 187 |
|
|
2022
Q2 | $230K | Hold |
1,700
| – | – | 0.07% | 162 |
|
|
2022
Q1 | $209K | Hold |
1,700
| – | – | 0.06% | 169 |
|
|
2021
Q4 | $243K | Hold |
1,700
| – | – | 0.07% | 169 |
|
|
2021
Q3 | $225K | Hold |
1,700
| – | – | 0.07% | 162 |
|
|
2021
Q2 | $227K | Hold |
1,700
| – | – | 0.08% | 155 |
|
|
2021
Q1 | $236K | Buy |
1,700
+200
| +13% | +$27.8K | 0.09% | 136 |
|
|
2020
Q4 | $202K | Hold |
1,500
| – | – | 0.1% | 117 |
|
|
2020
Q3 | $221K | Hold |
1,500
| – | – | 0.13% | 96 |
|
|
2020
Q2 | $212K | Buy |
+1,500
| New | +$212K | 0.13% | 93 |
|
|
2020
Q1 | – | Sell |
-1,500
| Closed | -$206K | – | 111 |
|
|
2019
Q4 | $206K | Sell |
1,500
-400
| -21% | -$54.9K | 0.11% | 102 |
|
|
2019
Q3 | $270K | Buy |
1,900
+290
| +18% | +$41.2K | 0.15% | 75 |
|
|
2019
Q2 | $215K | Sell |
1,610
-10
| -0.6% | -$1.34K | 0.12% | 87 |
|
|
2019
Q1 | $201K | Buy |
+1,620
| New | +$201K | 0.13% | 89 |
|