WealthSource Partners’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,417
| Closed | -$201K | – | 438 |
|
|
2019
Q3 | $201K | Buy |
+1,417
| New | +$201K | 0.03% | 410 |
|
|
2016
Q4 | – | Sell |
-2,400
| Closed | -$303K | – | 271 |
|
|
2016
Q3 | $303K | Buy |
2,400
+645
| +37% | +$81.4K | 0.11% | 184 |
|
|
2016
Q2 | $241K | Buy |
+1,755
| New | +$241K | 0.09% | 207 |
|