Intercontinental Wealth 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 |
-468
| Closed | -$68K | – | 239 |
|
|
2019
Q4 | $68K | Hold |
468
| – | – | 0.06% | 170 |
|
|
2019
Q3 | $66K | Hold |
468
| – | – | 0.04% | 198 |
|
|
2019
Q2 | $62K | Sell |
468
-140
| -23% | -$18.5K | 0.03% | 195 |
|
|
2019
Q1 | $75K | Sell |
608
-20
| -3% | -$2.47K | 0.04% | 193 |
|
|
2018
Q4 | $72K | Buy |
+628
| New | +$72K | 0.04% | 189 |
|
|
2016
Q3 | – | Sell |
-1,471
| Closed | -$202K | – | 121 |
|
|
2016
Q2 | $202K | Sell |
1,471
-226
| -13% | -$31K | 0.15% | 115 |
|
|
2016
Q1 | $228K | Buy |
1,697
+2
| +0.1% | +$269 | 0.17% | 112 |
|
|
2015
Q4 | $216K | Buy |
+1,695
| New | +$216K | 0.15% | 118 |
|