LifePlan Financial Group’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $222K | Hold |
1,506
| – | – | 0.1% | 121 |
|
|
2020
Q2 | $213K | Hold |
1,506
| – | – | 0.1% | 117 |
|
|
2020
Q1 | $193K | Hold |
1,506
| – | – | 0.1% | 118 |
|
|
2019
Q4 | $207K | Hold |
1,506
| – | – | 0.09% | 129 |
|
|
2019
Q3 | $214K | Hold |
1,506
| – | – | 0.1% | 124 |
|
|
2019
Q2 | $201K | Hold |
1,506
| – | – | 0.1% | 129 |
|
|
2019
Q1 | $187K | Hold |
1,506
| – | – | 0.1% | 130 |
|
|
2018
Q4 | $172K | Hold |
1,506
| – | – | 0.11% | 133 |
|
|
2018
Q3 | $171K | Hold |
1,506
| – | – | 0.09% | 137 |
|
|
2018
Q2 | $159K | Hold |
1,506
| – | – | 0.09% | 137 |
|
|
2018
Q1 | $166K | Buy |
+1,506
| New | +$166K | 0.1% | 126 |
|
|
2016
Q3 | – | Sell |
-1,502
| Closed | -$206K | – | 111 |
|
|
2016
Q2 | $206K | Hold |
1,502
| – | – | 0.14% | 97 |
|
|
2016
Q1 | $202K | Buy |
+1,502
| New | +$202K | 0.14% | 95 |
|
|
2014
Q2 | – | Sell |
-713
| Closed | -$75K | – | 145 |
|
|
2014
Q1 | $75K | Sell |
713
-209
| -23% | -$22K | 0.06% | 98 |
|
|
2013
Q4 | $92K | Hold |
922
| – | – | 0.06% | 85 |
|
|
2013
Q3 | $83K | Buy |
922
+713
| +341% | +$64.2K | 0.07% | 76 |
|
|
2013
Q2 | $19K | Buy |
+209
| New | +$19K | 0.02% | 95 |
|