Constellation Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-8,210
Closed -$568K 178
2014
Q4
$568K Hold
8,210
0.05% 135
2014
Q3
$535K Buy
8,210
+2,131
+35% +$139K 0.05% 139
2014
Q2
$414K Buy
+6,079
New +$414K 0.05% 132