Financial Architects (New Jersey)’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,852
| Closed | -$232K | – | 331 |
|
|
2021
Q2 | $232K | Buy |
2,852
+28
| +1% | +$2.28K | 0.03% | 308 |
|
|
2021
Q1 | $223K | Hold |
2,824
| – | – | 0.03% | 309 |
|
|
2020
Q4 | $241K | Buy |
2,824
+20
| +0.7% | +$1.71K | 0.04% | 259 |
|
|
2020
Q3 | $216K | Buy |
2,804
+245
| +10% | +$18.9K | 0.05% | 252 |
|
|
2020
Q2 | $187K | Sell |
2,559
-550
| -18% | -$40.2K | 0.04% | 253 |
|
|
2020
Q1 | $206K | Buy |
3,109
+1,524
| +96% | +$101K | 0.06% | 213 |
|
|
2019
Q4 | $109K | Sell |
1,585
-20
| -1% | -$1.38K | 0.02% | 318 |
|
|
2019
Q3 | $118K | Buy |
1,605
+1
| +0.1% | +$74 | 0.03% | 304 |
|
|
2019
Q2 | $115K | Sell |
1,604
-768
| -32% | -$55.1K | 0.02% | 313 |
|
|
2019
Q1 | $163K | Buy |
2,372
+63
| +3% | +$4.33K | 0.03% | 326 |
|
|
2018
Q4 | $138K | Sell |
2,309
-304
| -12% | -$18.2K | 0.03% | 312 |
|
|
2018
Q3 | $175K | Sell |
2,613
-23
| -0.9% | -$1.54K | 0.03% | 302 |
|
|
2018
Q2 | $170K | Sell |
2,636
-69
| -3% | -$4.45K | 0.03% | 298 |
|
|
2018
Q1 | $194K | Sell |
2,705
-2,371
| -47% | -$170K | 0.04% | 287 |
|
|
2017
Q4 | $383K | Buy |
5,076
+542
| +12% | +$40.9K | 0.06% | 182 |
|
|
2017
Q3 | $330K | Sell |
4,534
-117
| -3% | -$8.52K | 0.06% | 205 |
|
|
2017
Q2 | $345K | Sell |
4,651
-6
| -0.1% | -$445 | 0.06% | 189 |
|
|
2017
Q1 | $341K | Buy |
4,657
+494
| +12% | +$36.2K | 0.06% | 183 |
|
|
2016
Q4 | $273K | Sell |
4,163
-243
| -6% | -$15.9K | 0.06% | 204 |
|
|
2016
Q3 | $326K | Buy |
4,406
+3
| +0.1% | +$222 | 0.09% | 180 |
|
|
2016
Q2 | $323K | Buy |
4,403
+1,227
| +39% | +$90K | 0.09% | 171 |
|
|
2016
Q1 | $224K | Buy |
3,176
+3
| +0.1% | +$212 | 0.08% | 178 |
|
|
2015
Q4 | $211K | Sell |
3,173
-41
| -1% | -$2.73K | 0.08% | 198 |
|
|
2015
Q3 | $204K | Buy |
3,214
+465
| +17% | +$29.5K | 0.09% | 190 |
|
|
2015
Q2 | $180K | Buy |
2,749
+199
| +8% | +$13K | 0.06% | 200 |
|
|
2015
Q1 | $177K | Buy |
2,550
+193
| +8% | +$13.4K | 0.07% | 209 |
|
|
2014
Q4 | $163K | Buy |
2,357
+102
| +5% | +$7.05K | 0.07% | 190 |
|
|
2014
Q3 | $147K | Buy |
2,255
+1
| +0% | +$65 | 0.07% | 177 |
|
|
2014
Q2 | $154K | Buy |
+2,254
| New | +$154K | 0.07% | 172 |
|
|
2013
Q4 | – | Sell |
-1,450
| Closed | -$84K | – | 226 |
|
|
2013
Q3 | $84K | Sell |
1,450
-216
| -13% | -$12.5K | 0.05% | 198 |
|
|
2013
Q2 | $95K | Buy |
+1,666
| New | +$95K | 0.07% | 172 |
|