Destiny Wealth Partners’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,479
| Closed | -$261K | – | 174 |
|
|
2023
Q1 | $261K | Sell |
3,479
-546
| -14% | -$41K | 0.05% | 158 |
|
|
2022
Q4 | $317K | Buy |
4,025
+175
| +5% | +$13.8K | 0.07% | 143 |
|
|
2022
Q3 | $270K | Buy |
3,850
+989
| +35% | +$69.4K | 0.06% | 151 |
|
|
2022
Q2 | $229K | Buy |
2,861
+1,304
| +84% | +$104K | 0.05% | 146 |
|
|
2022
Q1 | $118K | Buy |
1,557
+427
| +38% | +$32.4K | 0.02% | 209 |
|
|
2021
Q4 | $96K | Buy |
1,130
+47
| +4% | +$3.99K | 0.02% | 229 |
|
|
2021
Q3 | $82K | Buy |
+1,083
| New | +$82K | 0.02% | 226 |
|
|
2021
Q2 | – | Sell |
-837
| Closed | -$66K | – | 232 |
|
|
2021
Q1 | $66K | Sell |
837
-3,229
| -79% | -$255K | 0.01% | 239 |
|
|
2020
Q4 | $348K | Buy |
+4,066
| New | +$348K | 0.07% | 128 |
|