Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-12,705
| Closed | -$831K | – | 199 |
|
|
2017
Q1 | $831K | Hold |
12,705
| – | – | 0.19% | 159 |
|
|
2016
Q4 | $831K | Sell |
12,705
-326
| -3% | -$21.3K | 0.18% | 166 |
|
|
2016
Q3 | $967K | Sell |
13,031
-2,168
| -14% | -$161K | 0.12% | 226 |
|
|
2016
Q2 | $1.11M | Buy |
15,199
+2,021
| +15% | +$148K | 0.15% | 189 |
|
|
2016
Q1 | $930K | Sell |
13,178
-633
| -5% | -$44.7K | 0.12% | 208 |
|
|
2015
Q4 | $923K | Sell |
13,811
-506
| -4% | -$33.8K | 0.12% | 215 |
|
|
2015
Q3 | $904K | Buy |
14,317
+182
| +1% | +$11.5K | 0.12% | 215 |
|
|
2015
Q2 | $922K | Sell |
14,135
-793
| -5% | -$51.7K | 0.12% | 223 |
|
|
2015
Q1 | $238K | Buy |
14,928
+760
| +5% | +$12.1K | 0.07% | 353 |
|
|
2014
Q4 | $980K | Buy |
14,168
+1,873
| +15% | +$130K | 0.15% | 180 |
|
|
2014
Q3 | $801K | Buy |
12,295
+84
| +0.7% | +$5.47K | 0.11% | 175 |
|
|
2014
Q2 | $813K | Sell |
12,211
-199
| -2% | -$13.2K | 0.1% | 178 |
|
|
2014
Q1 | $793K | Buy |
12,410
+177
| +1% | +$11.3K | 0.1% | 182 |
|
|
2013
Q4 | $797K | Buy |
12,233
+121
| +1% | +$7.88K | 0.1% | 175 |
|
|
2013
Q3 | $718K | Sell |
12,112
-616
| -5% | -$36.5K | 0.1% | 188 |
|
|
2013
Q2 | $727K | Buy |
+12,728
| New | +$727K | 0.11% | 161 |
|