JOYN Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-1,516
| Closed | -$173K | – | 792 |
|
2018
Q4 | $173K | Buy |
1,516
+408
| +37% | +$46.6K | 0.04% | 125 |
|
2018
Q3 | $126K | Buy |
1,108
+55
| +5% | +$6.26K | 0.02% | 186 |
|
2018
Q2 | $111K | Buy |
1,053
+682
| +184% | +$71.9K | 0.02% | 200 |
|
2018
Q1 | $41K | Buy |
+371
| New | +$41K | 0.01% | 505 |
|