SWM
SVA Wealth Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,004
| Closed | -$285K | – | 209 |
|
|
2019
Q3 | $285K | Buy |
2,004
+6
| +0.3% | +$853 | 0.03% | 175 |
|
|
2019
Q2 | $266K | Buy |
1,998
+6
| +0.3% | +$799 | 0.03% | 187 |
|
|
2019
Q1 | $247K | Sell |
1,992
-984
| -33% | -$122K | 0.02% | 193 |
|
|
2018
Q4 | $339K | Sell |
2,976
-522
| -15% | -$59.5K | 0.04% | 170 |
|
|
2018
Q3 | $398K | Buy |
3,498
+7
| +0.2% | +$796 | 0.04% | 165 |
|
|
2018
Q2 | $368K | Sell |
3,491
-293
| -8% | -$30.9K | 0.04% | 167 |
|
|
2018
Q1 | $445K | Buy |
3,784
+87
| +2% | +$10.2K | 0.06% | 150 |
|
|
2017
Q4 | $446K | Sell |
3,697
-87
| -2% | -$10.5K | 0.05% | 152 |
|
|
2017
Q3 | $445K | Buy |
3,784
+48
| +1% | +$5.65K | 0.06% | 150 |
|
|
2017
Q2 | $482K | Buy |
3,736
+590
| +19% | +$76.1K | 0.06% | 138 |
|
|
2017
Q1 | $414K | Sell |
3,146
-137
| -4% | -$18K | 0.06% | 145 |
|
|
2016
Q4 | $375K | Sell |
3,283
-142
| -4% | -$16.2K | 0.06% | 153 |
|
|
2016
Q3 | $432K | Buy |
3,425
+5
| +0.1% | +$631 | 0.07% | 144 |
|
|
2016
Q2 | $470K | Sell |
3,420
-191
| -5% | -$26.2K | 0.08% | 142 |
|
|
2016
Q1 | $486K | Sell |
3,611
-45
| -1% | -$6.06K | 0.08% | 143 |
|
|
2015
Q4 | $465K | Sell |
3,656
-529
| -13% | -$67.3K | 0.08% | 157 |
|
|
2015
Q3 | $456K | Buy |
4,185
+956
| +30% | +$104K | 0.09% | 152 |
|
|
2015
Q2 | $342K | Buy |
3,229
+1
| +0% | +$106 | 0.06% | 167 |
|
|
2015
Q1 | $346K | Buy |
3,228
+1,065
| +49% | +$114K | 0.06% | 170 |
|
|
2014
Q4 | $250K | Buy |
2,163
+1
| +0% | +$116 | 0.09% | 160 |
|
|
2014
Q3 | $233K | Buy |
2,162
+1
| +0% | +$108 | 0.1% | 146 |
|
|
2014
Q2 | $240K | Buy |
2,161
+156
| +8% | +$17.3K | 0.1% | 145 |
|
|
2014
Q1 | $221K | Buy |
+2,005
| New | +$221K | 0.1% | 139 |
|