Trivium Point Advisory’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,039
| Closed | -$1.4M | – | 222 |
|
|
2021
Q1 | $1.4M | Sell |
10,039
-766
| -7% | -$107K | 0.38% | 98 |
|
|
2020
Q4 | $1.42M | Buy |
10,805
+188
| +2% | +$24.7K | 0.41% | 91 |
|
|
2020
Q3 | $1.57M | Buy |
10,617
+84
| +0.8% | +$12.4K | 0.55% | 63 |
|
|
2020
Q2 | $1.5M | Buy |
10,533
+603
| +6% | +$86K | 0.6% | 58 |
|
|
2020
Q1 | $1.32M | Sell |
9,930
-450
| -4% | -$59.7K | 0.68% | 56 |
|
|
2019
Q4 | $1.43M | Sell |
10,380
-1
| -0% | -$138 | 0.56% | 79 |
|
|
2019
Q3 | $1.43M | Sell |
10,381
-115
| -1% | -$15.8K | 0.65% | 71 |
|
|
2019
Q2 | $1.4M | Buy |
10,496
+155
| +1% | +$20.7K | 0.62% | 73 |
|
|
2019
Q1 | $1.28M | Buy |
10,341
+52
| +0.5% | +$6.44K | 0.6% | 77 |
|
|
2018
Q4 | $1.17M | Buy |
+10,289
| New | +$1.17M | 0.71% | 69 |
|