CA
CapWealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-740
| Closed | -$55K | – | 127 |
|
|
2016
Q3 | $55K | Hold |
740
| – | – | 0.01% | 134 |
|
|
2016
Q2 | $54K | Hold |
740
| – | – | 0.01% | 137 |
|
|
2016
Q1 | $52K | Buy |
+740
| New | +$52K | 0.01% | 137 |
|
|
2015
Q3 | – | Sell |
-400
| Closed | -$26K | – | 276 |
|
|
2015
Q2 | $26K | Sell |
400
-147
| -27% | -$9.56K | 0.01% | 152 |
|
|
2015
Q1 | $38K | Buy |
+547
| New | +$38K | 0.01% | 139 |
|
|
2014
Q4 | – | Sell |
-400
| Closed | -$26K | – | 120 |
|
|
2014
Q3 | $26K | Hold |
400
| – | – | 0.01% | 165 |
|
|
2014
Q2 | $27K | Hold |
400
| – | – | 0.01% | 169 |
|
|
2014
Q1 | $26K | Hold |
400
| – | – | 0.01% | 174 |
|
|
2013
Q4 | $26K | Hold |
400
| – | – | 0.01% | 186 |
|
|
2013
Q3 | $24K | Hold |
400
| – | – | 0.01% | 220 |
|
|
2013
Q2 | $23K | Buy |
+400
| New | +$23K | 0.01% | 213 |
|