Taylor Wealth Management Partners’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$114K | – | 84 |
|
|
2018
Q4 | $114K | Hold |
1,000
| – | – | 0.07% | 49 |
|
|
2018
Q3 | $114K | Hold |
1,000
| – | – | 0.05% | 61 |
|
|
2018
Q2 | $105K | Hold |
1,000
| – | – | 0.05% | 63 |
|
|
2018
Q1 | $110K | Hold |
1,000
| – | – | 0.05% | 60 |
|
|
2017
Q4 | $121K | Sell |
1,000
-497
| -33% | -$60.1K | 0.05% | 74 |
|
|
2017
Q3 | $176K | Hold |
1,497
| – | – | 0.08% | 68 |
|
|
2017
Q2 | $193K | Hold |
1,497
| – | – | 0.09% | 61 |
|
|
2017
Q1 | $197K | Hold |
1,497
| – | – | 0.09% | 61 |
|
|
2016
Q4 | $171K | Sell |
1,497
-204
| -12% | -$23.3K | 0.08% | 62 |
|
|
2016
Q3 | $215K | Hold |
1,701
| – | – | 0.1% | 52 |
|
|
2016
Q2 | $234K | Hold |
1,701
| – | – | 0.09% | 44 |
|
|
2016
Q1 | $229K | Hold |
1,701
| – | – | 0.11% | 39 |
|
|
2015
Q4 | $217K | Sell |
1,701
-99
| -6% | -$12.6K | 0.09% | 48 |
|
|
2015
Q3 | $196K | Sell |
1,800
-100
| -5% | -$10.9K | 0.09% | 44 |
|
|
2015
Q2 | $201K | Sell |
1,900
-100
| -5% | -$10.6K | 0.06% | 52 |
|
|
2015
Q1 | $214K | Buy |
+2,000
| New | +$214K | 0.07% | 49 |
|