WDG
Wealth Dimensions Group’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,106
| Closed | -$254K | – | 139 |
|
|
2023
Q3 | $254K | Buy |
2,106
+80
| +4% | +$9.67K | 0.09% | 112 |
|
|
2023
Q2 | $280K | Sell |
2,026
-141
| -7% | -$19.5K | 0.1% | 111 |
|
|
2023
Q1 | $291K | Buy |
2,167
+348
| +19% | +$46.7K | 0.11% | 104 |
|
|
2022
Q4 | $247K | Buy |
+1,819
| New | +$247K | 0.1% | 113 |
|
|
2022
Q1 | – | Sell |
-1,435
| Closed | -$205K | – | 134 |
|
|
2021
Q4 | $205K | Sell |
1,435
-95
| -6% | -$13.6K | 0.1% | 127 |
|
|
2021
Q3 | $203K | Sell |
1,530
-15
| -1% | -$1.99K | 0.13% | 124 |
|
|
2021
Q2 | $207K | Hold |
1,545
| – | – | 0.14% | 115 |
|
|
2021
Q1 | $215K | Sell |
1,545
-26
| -2% | -$3.62K | 0.17% | 108 |
|
|
2020
Q4 | $212K | Buy |
+1,571
| New | +$212K | 0.18% | 103 |
|