RGT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,520
| Closed | -$205K | – | 124 |
|
|
2022
Q2 | $205K | Buy |
+1,520
| New | +$205K | 0.03% | 76 |
|
|
2022
Q1 | – | Sell |
-1,520
| Closed | -$217K | – | 225 |
|
|
2021
Q4 | $217K | Hold |
1,520
| – | – | 0.03% | 86 |
|
|
2021
Q3 | $201K | Hold |
1,520
| – | – | 0.04% | 52 |
|
|
2021
Q2 | $203K | Sell |
1,520
-20
| -1% | -$2.67K | 0.04% | 54 |
|
|
2021
Q1 | $214K | Sell |
1,540
-55
| -3% | -$7.64K | 0.04% | 55 |
|
|
2020
Q4 | $215K | Hold |
1,595
| – | – | 0.05% | 64 |
|
|
2020
Q3 | $236K | Buy |
1,595
+63
| +4% | +$9.32K | 0.06% | 35 |
|
|
2020
Q2 | $217K | Buy |
+1,532
| New | +$217K | 0.06% | 35 |
|