B. Riley 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
Q2 | $303 | Buy |
+3,787
| New | +$303 | ﹤0.01% | 532 |
|
|
2022
Q1 | – | Sell |
-2,722
| Closed | -$232K | – | 635 |
|
|
2021
Q4 | $232K | Buy |
+2,722
| New | +$232K | 0.02% | 541 |
|
|
2020
Q3 | – | Sell |
-3,814
| Closed | -$280K | – | 429 |
|
|
2020
Q2 | $280K | Sell |
3,814
-2,841
| -43% | -$209K | 0.03% | 314 |
|
|
2020
Q1 | $441K | Buy |
6,655
+2,577
| +63% | +$171K | 0.05% | 282 |
|
|
2019
Q4 | $281K | Buy |
4,078
+71
| +2% | +$4.89K | 0.04% | 299 |
|
|
2019
Q3 | $295K | Buy |
4,007
+546
| +16% | +$40.2K | 0.05% | 274 |
|
|
2019
Q2 | $248 | Buy |
3,461
+214
| +7% | +$15 | 0.04% | 321 |
|
|
2019
Q1 | $223K | Sell |
3,247
-795
| -20% | -$54.6K | 0.04% | 330 |
|
|
2018
Q4 | $241K | Buy |
+4,042
| New | +$241K | 0.05% | 281 |
|
|
2015
Q3 | – | Sell |
-243
| Closed | -$15K | – | 238 |
|
|
2015
Q2 | $15K | Hold |
243
| – | – | 0.01% | 662 |
|
|
2015
Q1 | $16K | Hold |
243
| – | – | 0.01% | 656 |
|
|
2014
Q4 | $16K | Sell |
243
-61
| -20% | -$4.02K | 0.01% | 639 |
|
|
2014
Q3 | $19K | Buy |
304
+1
| +0.3% | +$63 | 0.01% | 613 |
|
|
2014
Q2 | $20K | Hold |
303
| – | – | 0.01% | 661 |
|
|
2014
Q1 | $20K | Buy |
+303
| New | +$20K | 0.01% | 631 |
|