Accel Wealth Management’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-192
| Closed | -$14K | – | 1066 |
|
|
2022
Q3 | $14K | Hold |
192
| – | – | 0.01% | 655 |
|
|
2022
Q2 | $15K | Hold |
192
| – | – | 0.01% | 608 |
|
|
2022
Q1 | $15K | Sell |
192
-257
| -57% | -$20.1K | 0.01% | 616 |
|
|
2021
Q4 | $38K | Buy |
449
+64
| +17% | +$5.42K | 0.02% | 432 |
|
|
2021
Q3 | $29K | Hold |
385
| – | – | 0.02% | 425 |
|
|
2021
Q2 | $31K | Buy |
385
+1
| +0.3% | +$81 | 0.02% | 431 |
|
|
2021
Q1 | $30K | Hold |
384
| – | – | 0.02% | 414 |
|
|
2020
Q4 | $33K | Buy |
+384
| New | +$33K | 0.03% | 383 |
|