Gitterman 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,734
| Closed | -$371K | – | 101 |
|
2022
Q4 | $371K | Buy |
+2,734
| New | +$371K | 0.19% | 30 |
|
2022
Q3 | – | Sell |
-2,679
| Closed | -$358K | – | 84 |
|
2022
Q2 | $358K | Buy |
+2,679
| New | +$358K | 0.33% | 33 |
|
2022
Q1 | – | Sell |
-2,651
| Closed | -$378K | – | 109 |
|
2021
Q4 | $378K | Buy |
+2,651
| New | +$378K | 0.28% | 44 |
|
2021
Q2 | – | Sell |
-2,396
| Closed | -$333K | – | 83 |
|
2021
Q1 | $333K | Buy |
+2,396
| New | +$333K | 0.21% | 38 |
|