Steel Grove Capital Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,955
| Closed | -$225K | – | 286 |
|
|
2016
Q4 | $225K | Sell |
1,955
-254
| -11% | -$29.2K | 0.05% | 230 |
|
|
2016
Q3 | $281K | Hold |
2,209
| – | – | 0.06% | 151 |
|
|
2016
Q2 | $306K | Hold |
2,209
| – | – | 0.08% | 136 |
|
|
2016
Q1 | $299K | Hold |
2,209
| – | – | 0.08% | 131 |
|
|
2015
Q4 | $283K | Buy |
+2,209
| New | +$283K | 0.07% | 154 |
|