AmeriServ Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,800
| Closed | -$118K | – | 76 |
|
|
2015
Q2 | $118K | Buy |
+1,800
| New | +$118K | 0.14% | 88 |
|
|
2015
Q1 | – | Sell |
-5,800
| Closed | -$401K | – | 97 |
|
|
2014
Q4 | $401K | Hold |
5,800
| – | – | 0.39% | 66 |
|
|
2014
Q3 | $378K | Hold |
5,800
| – | – | 0.65% | 57 |
|
|
2014
Q2 | $395K | Sell |
5,800
-1,000
| -15% | -$68.1K | 0.42% | 62 |
|
|
2014
Q1 | $441K | Sell |
6,800
-7,550
| -53% | -$490K | 0.44% | 64 |
|
|
2013
Q4 | $936K | Hold |
14,350
| – | – | 0.56% | 51 |
|
|
2013
Q3 | $851K | Hold |
14,350
| – | – | 0.54% | 59 |
|
|
2013
Q2 | $822K | Buy |
+14,350
| New | +$822K | 0.53% | 55 |
|