LA
Lucus Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,973
| Closed | -$350K | – | 222 |
|
|
2017
Q3 | $350K | Buy |
+2,973
| New | +$350K | 0.49% | 52 |
|
|
2015
Q4 | – | Sell |
-4,306
| Closed | -$470K | – | 327 |
|
|
2015
Q3 | $470K | Buy |
+4,306
| New | +$470K | 0.26% | 49 |
|
|
2015
Q2 | – | Sell |
-4,603
| Closed | -$493K | – | 364 |
|
|
2015
Q1 | $493K | Buy |
4,603
+1,382
| +43% | +$148K | 0.25% | 168 |
|
|
2014
Q4 | $372K | Buy |
+3,221
| New | +$372K | 0.17% | 280 |
|