Transform Wealth’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,074
| Closed | -$280K | – | 201 |
|
|
2020
Q4 | $280K | Buy |
2,074
+55
| +3% | +$7.43K | 0.06% | 185 |
|
|
2020
Q3 | $298K | Sell |
2,019
-55
| -3% | -$8.12K | 0.05% | 177 |
|
|
2020
Q2 | $293K | Sell |
2,074
-46
| -2% | -$6.5K | 0.05% | 185 |
|
|
2020
Q1 | $271K | Sell |
2,120
-87
| -4% | -$11.1K | 0.06% | 179 |
|
|
2019
Q4 | $304K | Buy |
2,207
+176
| +9% | +$24.2K | 0.05% | 189 |
|
|
2019
Q3 | $289K | Sell |
2,031
-1,931
| -49% | -$275K | 0.05% | 182 |
|
|
2019
Q2 | $528K | Buy |
+3,962
| New | +$528K | 0.08% | 169 |
|