Lake Point 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 193 |
|
2022
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 224 |
|
2021
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 222 |
|
2021
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 208 |
|
2021
Q2 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 214 |
|
2020
Q1 | $10K | Sell |
75
-25
| -25% | -$3.33K | 0.01% | 109 |
|
2019
Q4 | $14K | Buy |
+100
| New | +$14K | ﹤0.01% | 238 |
|
2019
Q2 | $11K | Hold |
81
| – | – | ﹤0.01% | 311 |
|
2019
Q1 | $11K | Sell |
81
-4,994
| -98% | -$678K | ﹤0.01% | 311 |
|
2018
Q4 | $578K | Buy |
+5,075
| New | +$578K | 0.22% | 79 |
|