Regent Peak Wealth Advisors’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 |
-1,832
| Closed | -$254K | – | 170 |
|
|
2021
Q1 | $254K | Buy |
1,832
+57
| +3% | +$7.9K | 0.08% | 132 |
|
|
2020
Q4 | $239K | Buy |
1,775
+170
| +11% | +$22.9K | 0.08% | 126 |
|
|
2020
Q3 | $237K | Buy |
1,605
+1
| +0.1% | +$148 | 0.1% | 111 |
|
|
2020
Q2 | $227K | Sell |
1,604
-8
| -0.5% | -$1.13K | 0.1% | 108 |
|
|
2020
Q1 | $206K | Buy |
1,612
+16
| +1% | +$2.05K | 0.11% | 102 |
|
|
2019
Q4 | $219K | Buy |
+1,596
| New | +$219K | 0.1% | 122 |
|