VWA
Visionary Wealth Advisors’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,734
| Closed | -$235K | – | 467 |
|
|
2022
Q4 | $235K | Sell |
1,734
-50
| -3% | -$6.78K | 0.02% | 371 |
|
|
2022
Q3 | $201K | Buy |
1,784
+135
| +8% | +$15.2K | 0.02% | 369 |
|
|
2022
Q2 | $223K | Hold |
1,649
| – | – | 0.02% | 374 |
|
|
2022
Q1 | $203K | Hold |
1,649
| – | – | 0.02% | 404 |
|
|
2021
Q4 | $236K | Sell |
1,649
-10
| -0.6% | -$1.43K | 0.02% | 339 |
|
|
2021
Q3 | $220K | Sell |
1,659
-12
| -0.7% | -$1.59K | 0.02% | 282 |
|
|
2021
Q2 | $224K | Buy |
+1,671
| New | +$224K | 0.02% | 305 |
|
|
2020
Q4 | – | Sell |
-1,421
| Closed | -$210K | – | 298 |
|
|
2020
Q3 | $210K | Buy |
+1,421
| New | +$210K | 0.03% | 239 |
|
|
2020
Q1 | – | Sell |
-1,863
| Closed | -$257K | – | 213 |
|
|
2019
Q4 | $257K | Buy |
+1,863
| New | +$257K | 0.05% | 180 |
|