SHJ
Sharkey, Howes & Javer’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,603
| Closed | -$237K | – | 77 |
|
|
2020
Q3 | $237K | Buy |
+1,603
| New | +$237K | 0.09% | 62 |
|
|
2019
Q3 | – | Sell |
-703
| Closed | -$94K | – | 116 |
|
|
2019
Q2 | $94K | Hold |
703
| – | – | 0.04% | 90 |
|
|
2019
Q1 | $87K | Hold |
703
| – | – | 0.04% | 91 |
|
|
2018
Q4 | $80K | Hold |
703
| – | – | 0.05% | 88 |
|
|
2018
Q3 | $80K | Hold |
703
| – | – | 0.04% | 94 |
|
|
2018
Q2 | $74K | Hold |
703
| – | – | 0.04% | 86 |
|
|
2018
Q1 | $77K | Hold |
703
| – | – | 0.04% | 74 |
|
|
2017
Q4 | $85K | Sell |
703
-100
| -12% | -$12.1K | 0.05% | 71 |
|
|
2017
Q3 | $94K | Hold |
803
| – | – | 0.05% | 70 |
|
|
2017
Q2 | $104K | Hold |
803
| – | – | 0.06% | 59 |
|
|
2017
Q1 | $106K | Hold |
803
| – | – | 0.06% | 53 |
|
|
2016
Q4 | $92K | Hold |
803
| – | – | 0.06% | 60 |
|
|
2016
Q3 | $101K | Hold |
803
| – | – | 0.06% | 58 |
|
|
2016
Q2 | $110K | Hold |
803
| – | – | 0.07% | 57 |
|
|
2016
Q1 | $108K | Hold |
803
| – | – | 0.08% | 55 |
|
|
2015
Q4 | $102K | Hold |
803
| – | – | 0.07% | 60 |
|
|
2015
Q3 | $84K | Sell |
803
-313
| -28% | -$32.7K | 0.06% | 66 |
|
|
2015
Q2 | $118K | Sell |
1,116
-25
| -2% | -$2.64K | 0.09% | 39 |
|
|
2015
Q1 | $122K | Buy |
+1,141
| New | +$122K | 0.08% | 57 |
|