Heritage Investment Group’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,446
| Closed | -$200K | – | 94 |
|
2023
Q2 | $200K | Sell |
1,446
-49
| -3% | -$6.78K | 0.06% | 88 |
|
2023
Q1 | $201K | Hold |
1,495
| – | – | 0.06% | 81 |
|
2022
Q4 | $203K | Buy |
+1,495
| New | +$203K | 0.06% | 78 |
|
2022
Q3 | – | Sell |
-1,495
| Closed | -$202K | – | 79 |
|
2022
Q2 | $202K | Buy |
+1,495
| New | +$202K | 0.12% | 78 |
|