Wealthstreet Investment Advisors’s Kimberly-Clark KMB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-16,647
| Closed | -$2.32M | – | 220 |
|
2021
Q1 | $2.32M | Sell |
16,647
-200
| -1% | -$27.8K | 0.23% | 106 |
|
2020
Q4 | $2.27M | Sell |
16,847
-66
| -0.4% | -$8.9K | 0.23% | 102 |
|
2020
Q3 | $2.5M | Sell |
16,913
-34
| -0.2% | -$5.02K | 0.28% | 85 |
|
2020
Q2 | $2.4M | Hold |
16,947
| – | – | 0.29% | 82 |
|
2020
Q1 | $2.17M | Hold |
16,947
| – | – | 0.32% | 76 |
|
2019
Q4 | $2.33M | Sell |
16,947
-25
| -0.1% | -$3.44K | 0.27% | 88 |
|
2019
Q3 | $2.26M | Sell |
16,972
-53
| -0.3% | -$7.05K | 0.29% | 83 |
|
2019
Q2 | $2.27M | Hold |
17,025
| – | – | 0.29% | 82 |
|
2019
Q1 | $2.11M | Sell |
17,025
-497
| -3% | -$61.6K | 0.28% | 88 |
|
2018
Q4 | $1.89M | Hold |
17,522
| – | – | 0.27% | 92 |
|
2018
Q3 | $1.99M | Sell |
17,522
-603
| -3% | -$68.5K | 0.25% | 93 |
|
2018
Q2 | $1.91M | Sell |
18,125
-1,243
| -6% | -$131K | 0.25% | 96 |
|
2018
Q1 | $2.13M | Sell |
19,368
-700
| -3% | -$77.1K | 0.27% | 92 |
|
2017
Q4 | $2.42M | Buy |
+20,068
| New | +$2.42M | 0.29% | 90 |
|