LWM
LBA Wealth Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $19K | Sell |
148
-1
| -0.7% | -$128 | 0.01% | 274 |
|
|
2016
Q4 | $17K | Buy |
149
+9
| +6% | +$1.03K | 0.01% | 275 |
|
|
2016
Q3 | $18K | Hold |
140
| – | – | 0.01% | 272 |
|
|
2016
Q2 | $19K | Hold |
140
| – | – | 0.01% | 257 |
|
|
2016
Q1 | $19K | Sell |
140
-140
| -50% | -$19K | 0.01% | 249 |
|
|
2015
Q4 | $36K | Hold |
280
| – | – | 0.02% | 222 |
|
|
2015
Q3 | $31K | Buy |
+280
| New | +$31K | 0.02% | 203 |
|
|
2014
Q3 | – | Sell |
-1,370
| Closed | -$152K | – | 432 |
|
|
2014
Q2 | $152K | Sell |
1,370
-670
| -33% | -$74.3K | 0.12% | 102 |
|
|
2014
Q1 | $225K | Hold |
2,040
| – | – | 0.18% | 74 |
|
|
2013
Q4 | $213K | Buy |
+2,040
| New | +$213K | 0.18% | 74 |
|