Alpha Cubed Investments’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,006
| Closed | -$221K | – | 259 |
|
|
2019
Q3 | $221K | Buy |
+3,006
| New | +$221K | 0.03% | 224 |
|
|
2017
Q1 | – | Sell |
-4,424
| Closed | -$289K | – | 191 |
|
|
2016
Q4 | $289K | Sell |
4,424
-282
| -6% | -$18.4K | 0.07% | 154 |
|
|
2016
Q3 | $349K | Sell |
4,706
-198
| -4% | -$14.7K | 0.09% | 125 |
|
|
2016
Q2 | $359K | Sell |
4,904
-199
| -4% | -$14.6K | 0.12% | 99 |
|
|
2016
Q1 | $361K | Sell |
5,103
-2,643
| -34% | -$187K | 0.11% | 110 |
|
|
2015
Q4 | $516K | Sell |
7,746
-504
| -6% | -$33.6K | 0.13% | 112 |
|
|
2015
Q3 | $547K | Sell |
8,250
-10
| -0.1% | -$663 | 0.14% | 116 |
|
|
2015
Q2 | $540K | Sell |
8,260
-300
| -4% | -$19.6K | 0.14% | 112 |
|
|
2015
Q1 | $594K | Buy |
8,560
+1,310
| +18% | +$90.9K | 0.18% | 108 |
|
|
2014
Q4 | $502K | Buy |
+7,250
| New | +$502K | 0.2% | 98 |
|