SWS
SYSTM Wealth Solutions’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,793
| Closed | -$1.14M | – | 822 |
|
|
2024
Q1 | $1.14M | Sell |
8,793
-481
| -5% | -$62.6K | 0.14% | 179 |
|
|
2023
Q4 | $1.13M | Buy |
9,274
+23
| +0.2% | +$2.81K | 0.16% | 175 |
|
|
2023
Q3 | $1.12M | Sell |
9,251
-4,481
| -33% | -$542K | 0.17% | 160 |
|
|
2023
Q2 | $1.9M | Sell |
13,732
-65
| -0.5% | -$8.97K | 0.26% | 108 |
|
|
2023
Q1 | $1.85M | Sell |
13,797
-363
| -3% | -$48.7K | 0.29% | 90 |
|
|
2022
Q4 | $1.92M | Buy |
+14,160
| New | +$1.92M | 0.24% | 116 |
|