Meridian Wealth Partners’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-314
| Closed | -$43K | – | 706 |
|
|
2021
Q1 | $43K | Buy |
314
+127
| +68% | +$17.4K | 0.01% | 173 |
|
|
2020
Q4 | $25K | Hold |
187
| – | – | 0.01% | 195 |
|
|
2020
Q3 | $28K | Sell |
187
-11
| -6% | -$1.65K | 0.01% | 172 |
|
|
2020
Q2 | $28K | Hold |
198
| – | – | 0.02% | 166 |
|
|
2020
Q1 | $25K | Buy |
198
+5
| +3% | +$631 | 0.01% | 158 |
|
|
2019
Q4 | $27K | Buy |
+193
| New | +$27K | 0.02% | 172 |
|