Lighthouse Financial Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $205K | Sell |
1,477
-234
| -14% | -$32.5K | 0.06% | 105 |
|
|
2020
Q4 | $230K | Sell |
1,711
-50
| -3% | -$6.72K | 0.08% | 101 |
|
|
2020
Q3 | $260K | Sell |
1,761
-2
| -0.1% | -$295 | 0.1% | 88 |
|
|
2020
Q2 | $249K | Buy |
+1,763
| New | +$249K | 0.11% | 89 |
|
|
2020
Q1 | – | Sell |
-830
| Closed | -$114K | – | 177 |
|
|
2019
Q4 | $114K | Buy |
+830
| New | +$114K | 0.05% | 93 |
|