SWM
Selective Wealth Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-277
| Closed | -$31K | – | 449 |
|
|
2022
Q3 | $31K | Buy |
277
+8
| +3% | +$895 | 0.01% | 363 |
|
|
2022
Q2 | $36K | Buy |
269
+1
| +0.4% | +$134 | 0.01% | 372 |
|
|
2022
Q1 | $33K | Buy |
268
+101
| +60% | +$12.4K | 0.01% | 377 |
|
|
2021
Q4 | $24K | Buy |
167
+1
| +0.6% | +$144 | 0.01% | 389 |
|
|
2021
Q3 | $22K | Hold |
166
| – | – | 0.01% | 350 |
|
|
2021
Q2 | $22K | Buy |
166
+1
| +0.6% | +$133 | 0.02% | 270 |
|
|
2021
Q1 | $23K | Buy |
165
+1
| +0.6% | +$139 | 0.02% | 184 |
|
|
2020
Q4 | $22K | Buy |
164
+1
| +0.6% | +$134 | 0.01% | 177 |
|
|
2020
Q3 | $24K | Buy |
163
+1
| +0.6% | +$147 | 0.02% | 139 |
|
|
2020
Q2 | $23K | Hold |
162
| – | – | 0.02% | 162 |
|
|
2020
Q1 | $21K | Buy |
162
+1
| +0.6% | +$130 | 0.03% | 100 |
|
|
2019
Q4 | $22K | Buy |
161
+1
| +0.6% | +$137 | 0.03% | 115 |
|
|
2019
Q3 | $23K | Buy |
+160
| New | +$23K | 0.03% | 115 |
|
|
2018
Q3 | $18K | Buy |
+157
| New | +$18K | 0.22% | 60 |
|