PFWA
Paces Ferry Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,614
| Closed | -$216K | – | 122 |
|
|
2021
Q2 | $216K | Sell |
1,614
-459
| -22% | -$61.4K | 0.17% | 121 |
|
|
2021
Q1 | $288K | Buy |
2,073
+135
| +7% | +$18.8K | 0.25% | 87 |
|
|
2020
Q4 | $261K | Sell |
1,938
-98
| -5% | -$13.2K | 0.24% | 87 |
|
|
2020
Q3 | $301K | Buy |
+2,036
| New | +$301K | 0.26% | 73 |
|