MWPCG
Measured Wealth Private Client Group’s Kimberly-Clark KMB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-1,432
| Closed | -$202K | – | 144 |
|
2020
Q2 | $202K | Buy |
+1,432
| New | +$202K | 0.12% | 115 |
|
2019
Q3 | – | Sell |
-2,268
| Closed | -$302K | – | 169 |
|
2019
Q2 | $302K | Sell |
2,268
-33
| -1% | -$4.39K | 0.17% | 127 |
|
2019
Q1 | $285K | Buy |
+2,301
| New | +$285K | 0.18% | 131 |
|
2018
Q4 | – | Sell |
-2,149
| Closed | -$244K | – | 420 |
|
2018
Q3 | $244K | Buy |
+2,149
| New | +$244K | 0.15% | 128 |
|