Alaethes Wealth’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,675
| Closed | -$214K | – | 101 |
|
|
2022
Q2 | $214K | Hold |
2,675
| – | – | 0.16% | 99 |
|
|
2022
Q1 | $203K | Sell |
2,675
-70
| -3% | -$5.31K | 0.13% | 100 |
|
|
2021
Q4 | $234K | Hold |
2,745
| – | – | 0.15% | 93 |
|
|
2021
Q3 | $207K | Buy |
2,745
+7
| +0.3% | +$528 | 0.15% | 91 |
|
|
2021
Q2 | $223K | Buy |
2,738
+7
| +0.3% | +$570 | 0.17% | 86 |
|
|
2021
Q1 | $215K | Buy |
+2,731
| New | +$215K | 0.2% | 87 |
|