Charter Oak Capital Management’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,034
| Closed | -$83K | – | 278 |
|
2022
Q2 | $83K | Hold |
1,034
| – | – | 0.01% | 264 |
|
2022
Q1 | $78K | Sell |
1,034
-315
| -23% | -$23.8K | 0.01% | 292 |
|
2021
Q4 | $115K | Sell |
1,349
-201
| -13% | -$17.1K | 0.01% | 237 |
|
2021
Q3 | $117K | Buy |
1,550
+266
| +21% | +$20.1K | 0.01% | 222 |
|
2021
Q2 | $104K | Hold |
1,284
| – | – | 0.01% | 232 |
|
2021
Q1 | $101K | Hold |
1,284
| – | – | 0.01% | 236 |
|
2020
Q4 | $110K | Buy |
+1,284
| New | +$110K | 0.02% | 217 |
|