MPS Loria Financial Planners’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 |
-354
| Closed | -$49K | – | 356 |
|
|
2021
Q1 | $49K | Hold |
354
| – | – | 0.02% | 162 |
|
|
2020
Q4 | $47K | Buy |
354
+30
| +9% | +$3.98K | 0.02% | 162 |
|
|
2020
Q3 | $48K | Hold |
324
| – | – | 0.02% | 148 |
|
|
2020
Q2 | $46K | Buy |
+324
| New | +$46K | 0.02% | 147 |
|
|
2017
Q3 | – | Sell |
-1,224
| Closed | -$150K | – | 217 |
|
|
2017
Q2 | $150K | Buy |
+1,224
| New | +$150K | 0.1% | 87 |
|