Bridgewater Wealth & Financial Management’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-9,224
| Closed | -$684K | – | 46 |
|
|
2017
Q2 | $684K | Buy |
9,224
+149
| +2% | +$11K | 0.23% | 53 |
|
|
2017
Q1 | $664K | Sell |
9,075
-741
| -8% | -$54.2K | 0.24% | 52 |
|
|
2016
Q4 | $642K | Buy |
9,816
+9
| +0.1% | +$589 | 0.24% | 54 |
|
|
2016
Q3 | $727K | Buy |
9,807
+51
| +0.5% | +$3.78K | 0.27% | 52 |
|
|
2016
Q2 | $714K | Sell |
9,756
-153
| -2% | -$11.2K | 0.26% | 55 |
|
|
2016
Q1 | $700K | Buy |
9,909
+1,729
| +21% | +$122K | 0.25% | 54 |
|
|
2015
Q4 | $545K | Sell |
8,180
-32
| -0.4% | -$2.13K | 0.21% | 52 |
|
|
2015
Q3 | $521K | Buy |
8,212
+32
| +0.4% | +$2.03K | 0.22% | 52 |
|
|
2015
Q2 | $535K | Sell |
8,180
-37
| -0.5% | -$2.42K | 0.23% | 50 |
|
|
2015
Q1 | $570K | Hold |
8,217
| – | – | 0.24% | 50 |
|
|
2014
Q4 | $569K | Buy |
+8,217
| New | +$569K | 0.23% | 60 |
|