Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $517K | Buy |
3,925
+339
| +9% | +$44.7K | 0.17% | 131 |
|
|
2016
Q4 | $409K | Hold |
3,586
| – | – | 0.15% | 149 |
|
|
2016
Q3 | $452K | Sell |
3,586
-100
| -3% | -$12.6K | 0.16% | 136 |
|
|
2016
Q2 | $507K | Sell |
3,686
-250
| -6% | -$34.4K | 0.2% | 110 |
|
|
2016
Q1 | $529K | Hold |
3,936
| – | – | 0.22% | 97 |
|
|
2015
Q4 | $501K | Buy |
3,936
+11
| +0.3% | +$1.4K | 0.22% | 94 |
|
|
2015
Q3 | $428K | Buy |
3,925
+415
| +12% | +$45.3K | 0.19% | 107 |
|
|
2015
Q2 | $372K | Buy |
3,510
+852
| +32% | +$90.3K | 0.14% | 121 |
|
|
2015
Q1 | $284K | Buy |
+2,658
| New | +$284K | 0.12% | 139 |
|