OAM
Optimal Asset Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.84M | Buy |
21,436
+14
| +0.1% | +$1.85K | 0.35% | 98 |
|
|
2021
Q2 | $2.87M | Hold |
21,422
| – | – | 0.34% | 111 |
|
|
2021
Q1 | $2.98M | Buy |
21,422
+14,100
| +193% | +$1.96M | 0.39% | 88 |
|
|
2020
Q4 | $987K | Hold |
7,322
| – | – | 0.14% | 235 |
|
|
2020
Q3 | $1.08M | Buy |
+7,322
| New | +$1.08M | 0.16% | 206 |
|
|
2020
Q2 | – | Sell |
-4,234
| Closed | -$541 | – | 415 |
|
|
2020
Q1 | $541 | Buy |
4,234
+2,029
| +92% | +$259 | 0.05% | 350 |
|
|
2019
Q4 | $303K | Buy |
+2,205
| New | +$303K | 0.05% | 367 |
|