Mosaic Family Wealth’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-998
| Closed | -$124K | – | 402 |
|
|
2019
Q1 | $124K | Buy |
998
+1
| +0.1% | +$124 | 0.05% | 203 |
|
|
2018
Q4 | $114K | Hold |
997
| – | – | 0.05% | 208 |
|
|
2018
Q3 | $110K | Sell |
997
-139
| -12% | -$15.3K | 0.05% | 209 |
|
|
2018
Q2 | $120K | Buy |
1,136
+1
| +0.1% | +$106 | 0.05% | 203 |
|
|
2018
Q1 | $125K | Buy |
1,135
+1
| +0.1% | +$110 | 0.05% | 201 |
|
|
2017
Q4 | $137K | Sell |
1,134
-132
| -10% | -$15.9K | 0.05% | 203 |
|
|
2017
Q3 | $149K | Buy |
1,266
+150
| +13% | +$17.7K | 0.06% | 219 |
|
|
2017
Q2 | $144K | Buy |
1,116
+6
| +0.5% | +$774 | 0.06% | 217 |
|
|
2017
Q1 | $146K | Buy |
1,110
+95
| +9% | +$12.5K | 0.06% | 215 |
|
|
2016
Q4 | $116K | Buy |
1,015
+1
| +0.1% | +$114 | 0.05% | 241 |
|
|
2016
Q3 | $128K | Buy |
1,014
+75
| +8% | +$9.47K | 0.06% | 223 |
|
|
2016
Q2 | $130K | Sell |
939
-100
| -10% | -$13.8K | 0.06% | 202 |
|
|
2016
Q1 | $139K | Hold |
1,039
| – | – | 0.07% | 183 |
|
|
2015
Q4 | $132K | Buy |
+1,039
| New | +$132K | 0.06% | 185 |
|