Genovese Burford & Brothers Wealth & Retirement Plan 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
Q4 | – | Sell |
-213
| Closed | -$25K | – | 357 |
|
|
2017
Q3 | $25K | Hold |
213
| – | – | 0.01% | 201 |
|
|
2017
Q2 | $27K | Hold |
213
| – | – | 0.01% | 187 |
|
|
2017
Q1 | $29K | Sell |
213
-200
| -48% | -$27.2K | 0.01% | 195 |
|
|
2016
Q4 | $48K | Hold |
413
| – | – | 0.01% | 164 |
|
|
2016
Q3 | $52K | Sell |
413
-3,100
| -88% | -$390K | 0.02% | 156 |
|
|
2016
Q2 | $482K | Buy |
3,513
+3,179
| +952% | +$436K | 0.2% | 31 |
|
|
2016
Q1 | $44K | Hold |
334
| – | – | 0.02% | 144 |
|
|
2015
Q4 | $43K | Buy |
+334
| New | +$43K | 0.02% | 141 |
|