BWA
BDO Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $203K | Buy |
2,638
+30
| +1% | +$2.31K | 0.02% | 262 |
|
|
2023
Q1 | $196K | Sell |
2,608
-58
| -2% | -$4.36K | 0.02% | 254 |
|
|
2022
Q4 | $210K | Hold |
2,666
| – | – | 0.03% | 250 |
|
|
2022
Q3 | $187K | Hold |
2,666
| – | – | 0.02% | 256 |
|
|
2022
Q2 | $214K | Hold |
2,666
| – | – | 0.03% | 242 |
|
|
2022
Q1 | $202K | Hold |
2,666
| – | – | 0.02% | 266 |
|
|
2021
Q4 | $228K | Buy |
2,666
+116
| +5% | +$9.92K | 0.02% | 263 |
|
|
2021
Q3 | $193K | Sell |
2,550
-131
| -5% | -$9.92K | 0.02% | 284 |
|
|
2021
Q2 | $218K | Sell |
2,681
-49
| -2% | -$3.98K | 0.02% | 278 |
|
|
2021
Q1 | $215K | Buy |
2,730
+1,579
| +137% | +$124K | 0.03% | 280 |
|
|
2020
Q4 | $98K | Hold |
1,151
| – | – | 0.01% | 290 |
|
|
2020
Q3 | $89K | Buy |
1,151
+49
| +4% | +$3.79K | 0.01% | 279 |
|
|
2020
Q2 | $81K | Hold |
1,102
| – | – | 0.01% | 287 |
|
|
2020
Q1 | $73K | Buy |
1,102
+152
| +16% | +$10.1K | 0.01% | 303 |
|
|
2019
Q4 | $65K | Hold |
950
| – | – | 0.02% | 277 |
|
|
2019
Q3 | $70K | Hold |
950
| – | – | 0.02% | 278 |
|
|
2019
Q2 | $68K | Sell |
950
-50
| -5% | -$3.58K | 0.02% | 274 |
|
|
2019
Q1 | $69K | Hold |
1,000
| – | – | 0.02% | 250 |
|
|
2018
Q4 | $59K | Hold |
1,000
| – | – | 0.02% | 248 |
|
|
2018
Q3 | $67K | Hold |
1,000
| – | – | 0.02% | 259 |
|
|
2018
Q2 | $65K | Hold |
1,000
| – | – | 0.02% | 259 |
|
|
2018
Q1 | $72K | Sell |
1,000
-1,018
| -50% | -$73.3K | 0.03% | 210 |
|
|
2017
Q4 | $152K | Sell |
2,018
-150
| -7% | -$11.3K | 0.07% | 127 |
|
|
2017
Q3 | $158K | Sell |
2,168
-1,420
| -40% | -$103K | 0.08% | 116 |
|
|
2017
Q2 | $266K | Buy |
+3,588
| New | +$266K | 0.12% | 113 |
|