WealthShield Partners’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,555
| Closed | -$208K | – | 498 |
|
|
2021
Q2 | $208K | Buy |
1,555
+128
| +9% | +$17.1K | 0.03% | 252 |
|
|
2021
Q1 | $198K | Sell |
1,427
-525
| -27% | -$72.8K | 0.04% | 256 |
|
|
2020
Q4 | $263K | Sell |
1,952
-187
| -9% | -$25.2K | 0.05% | 249 |
|
|
2020
Q3 | $316K | Sell |
2,139
-599
| -22% | -$88.5K | 0.11% | 188 |
|
|
2020
Q2 | $387K | Sell |
2,738
-843
| -24% | -$119K | 0.18% | 125 |
|
|
2020
Q1 | $458K | Buy |
3,581
+1,190
| +50% | +$152K | 0.28% | 79 |
|
|
2019
Q4 | $329K | Buy |
2,391
+191
| +9% | +$26.3K | 0.16% | 129 |
|
|
2019
Q3 | $312K | Buy |
2,200
+555
| +34% | +$78.7K | 0.17% | 131 |
|
|
2019
Q2 | $219K | Sell |
1,645
-18
| -1% | -$2.4K | 0.13% | 141 |
|
|
2019
Q1 | $206K | Buy |
+1,663
| New | +$206K | 0.12% | 140 |
|