U.S. Capital Wealth 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 | – | Sell |
-1,469
| Closed | -$203K | – | 659 |
|
|
2023
Q2 | $203K | Buy |
+1,469
| New | +$203K | 0.01% | 625 |
|
|
2023
Q1 | – | Sell |
-1,166
| Closed | -$158K | – | 1110 |
|
|
2022
Q4 | $158K | Buy |
+1,166
| New | +$158K | 0.01% | 656 |
|
|
2022
Q3 | – | Sell |
-18,065
| Closed | -$2.44M | – | 654 |
|
|
2022
Q2 | $2.44M | Sell |
18,065
-965
| -5% | -$130K | 0.11% | 185 |
|
|
2022
Q1 | $2.34M | Sell |
19,030
-37,957
| -67% | -$4.68M | 0.09% | 220 |
|
|
2021
Q4 | $8.15M | Buy |
56,987
+177
| +0.3% | +$25.3K | 0.32% | 73 |
|
|
2021
Q3 | $7.52M | Buy |
+56,810
| New | +$7.52M | 0.33% | 74 |
|