Lehman & Derafelo Financial Resources’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,515
| Closed | -$203K | – | 209 |
|
|
2021
Q2 | $203K | Hold |
1,515
| – | – | 0.06% | 121 |
|
|
2021
Q1 | $211K | Buy |
+1,515
| New | +$211K | 0.06% | 116 |
|
|
2020
Q2 | – | Sell |
-1,624
| Closed | -$208K | – | 229 |
|
|
2020
Q1 | $208K | Sell |
1,624
-328
| -17% | -$42K | 0.09% | 85 |
|
|
2019
Q4 | $269K | Buy |
1,952
+5
| +0.3% | +$689 | 0.1% | 80 |
|
|
2019
Q3 | $277K | Hold |
1,947
| – | – | 0.11% | 80 |
|
|
2019
Q2 | $267K | Buy |
1,947
+5
| +0.3% | +$686 | 0.11% | 82 |
|
|
2019
Q1 | $241K | Buy |
1,942
+3
| +0.2% | +$372 | 0.1% | 83 |
|
|
2018
Q4 | $221K | Buy |
+1,939
| New | +$221K | 0.11% | 76 |
|