Gupta Wealth Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $198K | Buy |
1,475
+299
| +25% | +$40.1K | 0.05% | 247 |
|
|
2015
Q4 | $150K | Buy |
1,176
+200
| +20% | +$25.5K | 0.04% | 281 |
|
|
2015
Q3 | $106K | Sell |
976
-39
| -4% | -$4.24K | 0.03% | 334 |
|
|
2015
Q2 | $108K | Sell |
1,015
-84
| -8% | -$8.94K | 0.03% | 338 |
|
|
2015
Q1 | $118K | Buy |
+1,099
| New | +$118K | 0.03% | 282 |
|