MCIA
Mountain Capital Investment Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,011
| Closed | -$921K | – | 86 |
|
|
2022
Q3 | $921K | Sell |
8,011
-555
| -6% | -$63.8K | 0.48% | 64 |
|
|
2022
Q2 | $1.16M | Buy |
8,566
+683
| +9% | +$92.7K | 0.58% | 50 |
|
|
2022
Q1 | $997K | Sell |
7,883
-307
| -4% | -$38.8K | 0.47% | 66 |
|
|
2021
Q4 | $1.17M | Buy |
8,190
+1,882
| +30% | +$269K | 0.53% | 67 |
|
|
2021
Q3 | $838K | Buy |
6,308
+190
| +3% | +$25.2K | 0.44% | 84 |
|
|
2021
Q2 | $828K | Sell |
6,118
-833
| -12% | -$113K | 0.38% | 82 |
|
|
2021
Q1 | $954K | Buy |
6,951
+732
| +12% | +$100K | 0.48% | 81 |
|
|
2020
Q4 | $818K | Sell |
6,219
-1,109
| -15% | -$146K | 0.49% | 71 |
|
|
2020
Q3 | $1.12M | Buy |
+7,328
| New | +$1.12M | 0.73% | 51 |
|
|
2017
Q4 | – | Sell |
-72
| Closed | -$8K | – | 237 |
|
|
2017
Q3 | $8K | Hold |
72
| – | – | 0.01% | 297 |
|
|
2017
Q2 | $9K | Buy |
+72
| New | +$9K | 0.01% | 311 |
|