Blue Bell Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-300
| Closed | -$23K | – | 283 |
|
|
2016
Q3 | $23K | Hold |
300
| – | – | 0.01% | 275 |
|
|
2016
Q2 | $22K | Hold |
300
| – | – | 0.01% | 276 |
|
|
2016
Q1 | $21K | Hold |
300
| – | – | 0.01% | 287 |
|
|
2015
Q4 | $20K | Hold |
300
| – | – | 0.01% | 303 |
|
|
2015
Q3 | $19K | Hold |
300
| – | – | 0.01% | 311 |
|
|
2015
Q2 | $20K | Hold |
300
| – | – | 0.01% | 311 |
|
|
2015
Q1 | $20K | Hold |
300
| – | – | 0.01% | 305 |
|
|
2014
Q4 | $20K | Hold |
300
| – | – | 0.01% | 323 |
|
|
2014
Q3 | $20K | Sell |
300
-134
| -31% | -$8.93K | 0.01% | 342 |
|
|
2014
Q2 | $30K | Hold |
434
| – | – | 0.02% | 276 |
|
|
2014
Q1 | $28K | Hold |
434
| – | – | 0.02% | 254 |
|
|
2013
Q4 | $28K | Buy |
+434
| New | +$28K | 0.02% | 264 |
|