TrueWealth LLC’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $231K | Hold |
1,632
| – | – | 0.1% | 115 |
|
|
2020
Q1 | $209K | Hold |
1,632
| – | – | 0.1% | 114 |
|
|
2019
Q4 | $224K | Hold |
1,632
| – | – | 0.09% | 129 |
|
|
2019
Q3 | $232K | Hold |
1,632
| – | – | 0.1% | 119 |
|
|
2019
Q2 | $217K | Hold |
1,632
| – | – | 0.1% | 128 |
|
|
2019
Q1 | $202K | Hold |
1,632
| – | – | 0.09% | 135 |
|
|
2018
Q4 | $186K | Buy |
1,632
+500
| +44% | +$57K | 0.09% | 133 |
|
|
2018
Q3 | $129K | Sell |
1,132
-200
| -15% | -$22.8K | 0.06% | 177 |
|
|
2018
Q2 | $140K | Buy |
1,332
+300
| +29% | +$31.5K | 0.07% | 161 |
|
|
2018
Q1 | $114K | Buy |
1,032
+9
| +0.9% | +$994 | 0.06% | 177 |
|
|
2017
Q4 | $123K | Buy |
+1,023
| New | +$123K | 0.06% | 187 |
|