PWAG
Polaris Wealth Advisory Group’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,583
| Closed | -$225K | – | 171 |
|
|
2020
Q2 | $225K | Hold |
1,583
| – | – | 0.02% | 133 |
|
|
2020
Q1 | $202K | Buy |
+1,583
| New | +$202K | 0.02% | 112 |
|
|
2019
Q4 | – | Sell |
-4,213
| Closed | -$589K | – | 168 |
|
|
2019
Q3 | $589K | Buy |
+4,213
| New | +$589K | 0.05% | 109 |
|
|
2018
Q4 | – | Sell |
-1,246
| Closed | -$142K | – | 309 |
|
|
2018
Q3 | $142K | Buy |
1,246
+1,090
| +699% | +$124K | 0.01% | 174 |
|
|
2018
Q2 | $17K | Sell |
156
-1,090
| -87% | -$119K | ﹤0.01% | 180 |
|
|
2018
Q1 | $137K | Buy |
+1,246
| New | +$137K | 0.01% | 153 |
|
|
2016
Q1 | – | Sell |
-3,660
| Closed | -$466K | – | 126 |
|
|
2015
Q4 | $466K | Buy |
+3,660
| New | +$466K | 0.08% | 84 |
|