Independence Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,595
| Closed | -$219K | – | 160 |
|
2019
Q4 | $219K | Sell |
1,595
-118
| -7% | -$16.2K | 0.05% | 93 |
|
2019
Q3 | $243K | Hold |
1,713
| – | – | 0.06% | 84 |
|
2019
Q2 | $228K | Buy |
+1,713
| New | +$228K | 0.06% | 87 |
|
2017
Q2 | – | Sell |
-1,536
| Closed | -$202K | – | 76 |
|
2017
Q1 | $202K | Buy |
+1,536
| New | +$202K | 0.08% | 72 |
|
2016
Q4 | – | Sell |
-1,656
| Closed | -$209K | – | 74 |
|
2016
Q3 | $209K | Buy |
1,656
+66
| +4% | +$8.33K | 0.1% | 68 |
|
2016
Q2 | $219K | Buy |
+1,590
| New | +$219K | 0.12% | 45 |
|