Triad Financial Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $207K | Buy |
1,716
+55
| +3% | +$6.65K | 0.07% | 97 |
|
|
2023
Q2 | $229K | Buy |
1,661
+4
| +0.2% | +$552 | 0.09% | 91 |
|
|
2023
Q1 | $222K | Buy |
1,657
+3
| +0.2% | +$403 | 0.1% | 93 |
|
|
2022
Q4 | $225K | Buy |
+1,654
| New | +$225K | 0.1% | 101 |
|
|
2022
Q3 | – | Sell |
-1,725
| Closed | -$233K | – | 106 |
|
|
2022
Q2 | $233K | Sell |
1,725
-45
| -3% | -$6.08K | 0.13% | 92 |
|
|
2022
Q1 | $218K | Buy |
1,770
+2
| +0.1% | +$246 | 0.12% | 101 |
|
|
2021
Q4 | $253K | Buy |
+1,768
| New | +$253K | 0.15% | 103 |
|