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Engrave Wealth Partners’s Colgate-Palmolive CL Stock Holding History

Engrave Wealth Partners’s Portfolio CL Stock Details CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-744
Closed -$54K – 124
2020
Q2 		$54K Hold
744
– – 0.05% 110
2020
Q1 		$49K Hold
744
– – 0.06% 97
2019
Q4 		$51K Buy
+744
New +$50.7K 0.05% 124

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Engrave Wealth Partners's CL Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Colgate-Palmolive (CL) in Q3 2020, closing a stake of 744 shares — an estimated $54K sold.

Engrave Wealth Partners first reported a position in CL in Q4 2019 and held it in 3 quarters. The position peaked at $54K in Q2 2020. 1,530 funds tracked by Wall St. Rank hold CL as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Colgate-Palmolive position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 744 Colgate-Palmolive shares in Q3 2020, an estimated $54K.
  • Engrave Wealth Partners first reported a position in Colgate-Palmolive in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Colgate-Palmolive position peaked at $54K in Q2 2020.
  • 1,530 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.