Integrated Wealth Counsel’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $10K | Hold |
90
| – | – | 0.02% | 166 |
|
|
2016
Q3 | $11K | Hold |
90
| – | – | 0.02% | 150 |
|
|
2016
Q2 | $12K | Hold |
90
| – | – | 0.03% | 61 |
|
|
2016
Q1 | $12K | Buy |
+90
| New | +$12K | 0.03% | 61 |
|
|
2014
Q1 | – | Sell |
-148
| Closed | -$15K | – | 179 |
|
|
2013
Q4 | $15K | Hold |
148
| – | – | 0.01% | 136 |
|
|
2013
Q3 | $13.4K | Hold |
148
| – | – | 0.01% | 152 |
|
|
2013
Q2 | $14K | Buy |
+148
| New | +$14K | 0.01% | 146 |
|