WCM
Windsor Capital Management’s Kimberly-Clark KMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,996
| Closed | -$254K | – | 114 |
|
|
2015
Q4 | $254K | Buy |
1,996
+2
| +0.1% | +$255 | 0.16% | 94 |
|
|
2015
Q3 | $217K | Buy |
1,994
+1
| +0.1% | +$109 | 0.13% | 102 |
|
|
2015
Q2 | $211K | Buy |
+1,993
| New | +$211K | 0.12% | 102 |
|
|
2014
Q1 | – | Sell |
-1,080
| Closed | -$113K | – | 191 |
|
|
2013
Q4 | $113K | Buy |
1,080
+2
| +0.2% | +$209 | 0.07% | 113 |
|
|
2013
Q3 | $102K | Buy |
1,078
+66
| +7% | +$6.25K | 0.06% | 121 |
|
|
2013
Q2 | $98K | Buy |
+1,012
| New | +$98K | 0.06% | 105 |
|