Evolution Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-510
| Closed | -$39K | – | 246 |
|
|
2021
Q3 | $39K | Sell |
510
-87
| -15% | -$6.65K | 0.01% | 240 |
|
|
2021
Q2 | $49K | Sell |
597
-111
| -16% | -$9.11K | 0.01% | 211 |
|
|
2021
Q1 | $56K | Buy |
708
+385
| +119% | +$30.5K | 0.01% | 185 |
|
|
2020
Q4 | $28K | Hold |
323
| – | – | 0.01% | 226 |
|
|
2020
Q3 | $25K | Buy |
323
+198
| +158% | +$15.3K | 0.01% | 249 |
|
|
2020
Q2 | $9K | Buy |
+125
| New | +$9K | ﹤0.01% | 300 |
|
|
2020
Q1 | – | Sell |
-132
| Closed | -$9K | – | 371 |
|
|
2019
Q4 | $9K | Buy |
132
+7
| +6% | +$477 | ﹤0.01% | 311 |
|
|
2019
Q3 | $9K | Hold |
125
| – | – | ﹤0.01% | 186 |
|
|
2019
Q2 | $9K | Buy |
+125
| New | +$9K | ﹤0.01% | 182 |
|