BWA
Burt Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-585
| Closed | -$50K | – | 137 |
|
|
2020
Q4 | $50K | Hold |
585
| – | – | 0.02% | 180 |
|
|
2020
Q3 | $45K | Sell |
585
-240
| -29% | -$18.5K | 0.02% | 183 |
|
|
2020
Q2 | $60K | Hold |
825
| – | – | 0.02% | 165 |
|
|
2020
Q1 | $55K | Hold |
825
| – | – | 0.02% | 158 |
|
|
2019
Q4 | $57K | Hold |
825
| – | – | 0.02% | 163 |
|
|
2019
Q3 | $61K | Sell |
825
-275
| -25% | -$20.3K | 0.03% | 158 |
|
|
2019
Q2 | $79K | Hold |
1,100
| – | – | 0.03% | 140 |
|
|
2019
Q1 | $75K | Hold |
1,100
| – | – | 0.03% | 142 |
|
|
2018
Q4 | $65K | Hold |
1,100
| – | – | 0.03% | 153 |
|
|
2018
Q3 | $74K | Hold |
1,100
| – | – | 0.03% | 157 |
|
|
2018
Q2 | $71K | Hold |
1,100
| – | – | 0.03% | 150 |
|
|
2018
Q1 | $79K | Hold |
1,100
| – | – | 0.04% | 145 |
|
|
2017
Q4 | $83K | Hold |
1,100
| – | – | 0.05% | 140 |
|
|
2017
Q3 | $80K | Hold |
1,100
| – | – | 0.05% | 143 |
|
|
2017
Q2 | $81K | Hold |
1,100
| – | – | 0.06% | 138 |
|
|
2017
Q1 | $81K | Sell |
1,100
-118
| -10% | -$8.69K | 0.06% | 130 |
|
|
2016
Q4 | $80K | Sell |
1,218
-323
| -21% | -$21.2K | 0.07% | 129 |
|
|
2016
Q3 | $114K | Buy |
1,541
+2
| +0.1% | +$148 | 0.12% | 92 |
|
|
2016
Q2 | $112K | Buy |
1,539
+1
| +0.1% | +$73 | 0.12% | 92 |
|
|
2016
Q1 | $109K | Buy |
1,538
+2
| +0.1% | +$142 | 0.1% | 98 |
|
|
2015
Q4 | $102K | Buy |
1,536
+2
| +0.1% | +$133 | 0.08% | 102 |
|
|
2015
Q3 | $97K | Buy |
1,534
+2
| +0.1% | +$126 | 0.12% | 94 |
|
|
2015
Q2 | $111K | Buy |
1,532
+2
| +0.1% | +$145 | 0.12% | 101 |
|
|
2015
Q1 | $106K | Buy |
1,530
+1
| +0.1% | +$69 | 0.11% | 88 |
|
|
2014
Q4 | $116K | Buy |
+1,529
| New | +$116K | 0.12% | 89 |
|