RPg Family Wealth Advisory’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-75
| Closed | -$11.2K | – | 294 |
|
|
2020
Q3 | $11.2K | Hold |
75
| – | – | 0.01% | 273 |
|
|
2020
Q2 | $10.7K | Buy |
+75
| New | +$10.7K | 0.01% | 273 |
|
|
2017
Q1 | – | Sell |
-1,073
| Closed | -$122K | – | 303 |
|
|
2016
Q4 | $122K | Sell |
1,073
-1,012
| -49% | -$115K | 0.11% | 74 |
|
|
2016
Q3 | $263K | Buy |
2,085
+715
| +52% | +$90.2K | 0.19% | 54 |
|
|
2016
Q2 | $188K | Buy |
1,370
+160
| +13% | +$22K | 0.08% | 65 |
|
|
2016
Q1 | $163K | Buy |
1,210
+210
| +21% | +$28.2K | 0.13% | 69 |
|
|
2015
Q4 | $127K | Buy |
+1,000
| New | +$127K | 0.12% | 47 |
|