National Penn Investors Trust’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $415K | Sell |
3,090
-4,281
| -58% | -$575K | 0.05% | 147 |
|
|
2015
Q4 | $938K | Sell |
7,371
-269
| -4% | -$34.2K | 0.11% | 119 |
|
|
2015
Q3 | $833K | Sell |
7,640
-865
| -10% | -$94.3K | 0.1% | 121 |
|
|
2015
Q2 | $901K | Buy |
8,505
+727
| +9% | +$77K | 0.1% | 122 |
|
|
2015
Q1 | $833K | Buy |
7,778
+321
| +4% | +$34.4K | 0.09% | 130 |
|
|
2014
Q4 | $862K | Buy |
7,457
+206
| +3% | +$23.8K | 0.1% | 114 |
|
|
2014
Q3 | $748K | Hold |
7,251
| – | – | 0.09% | 117 |
|
|
2014
Q2 | $773K | Sell |
7,251
-209
| -3% | -$22.3K | 0.09% | 118 |
|
|
2014
Q1 | $789K | Sell |
7,460
-83
| -1% | -$8.78K | 0.09% | 121 |
|
|
2013
Q4 | $756K | Sell |
7,543
-58
| -0.8% | -$5.81K | 0.08% | 127 |
|
|
2013
Q3 | $686K | Hold |
7,601
| – | – | 0.08% | 124 |
|
|
2013
Q2 | $708K | Buy |
+7,601
| New | +$708K | 0.09% | 128 |
|