FVWA
Foster Victor Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-23,335
| Closed | -$3.09M | – | 150 |
|
|
2021
Q3 | $3.09M | Buy |
23,335
+3,680
| +19% | +$487K | 0.49% | 64 |
|
|
2021
Q2 | $2.63M | Buy |
19,655
+6,048
| +44% | +$809K | 0.44% | 71 |
|
|
2021
Q1 | $1.87M | Buy |
13,607
+6,533
| +92% | +$896K | 0.35% | 78 |
|
|
2020
Q4 | $954K | Buy |
7,074
+3,227
| +84% | +$435K | 0.22% | 85 |
|
|
2020
Q3 | $568K | Buy |
3,847
+1,988
| +107% | +$294K | 0.15% | 89 |
|
|
2020
Q2 | $263K | Buy |
+1,859
| New | +$263K | 0.09% | 102 |
|