Shepherd Kaplan Krochuk’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-2,000
| Closed | -$218K | – | 377 |
|
|
2015
Q3 | $218K | Sell |
2,000
-400
| -17% | -$43.6K | 0.06% | 236 |
|
|
2015
Q2 | $254K | Buy |
2,400
+20
| +0.8% | +$2.12K | 0.05% | 251 |
|
|
2015
Q1 | $255K | Hold |
2,380
| – | – | 0.05% | 250 |
|
|
2014
Q4 | $275K | Sell |
2,380
-102
| -4% | -$11.8K | 0.04% | 273 |
|
|
2014
Q3 | $256K | Buy |
2,482
+396
| +19% | +$40.8K | 0.03% | 360 |
|
|
2014
Q2 | $222K | Hold |
2,086
| – | – | 0.02% | 405 |
|
|
2014
Q1 | $221K | Hold |
2,086
| – | – | 0.03% | 410 |
|
|
2013
Q4 | $209K | Buy |
+2,086
| New | +$209K | 0.03% | 427 |
|
|
2013
Q3 | – | Sell |
-3,129
| Closed | -$291K | – | 582 |
|
|
2013
Q2 | $291K | Buy |
+3,129
| New | +$291K | 0.06% | 274 |
|