Financial Architects (New Jersey)’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,852
| Closed | -$232K | – | 332 |
|
|
2021
Q2 | $232K | Buy |
2,852
+28
| +1% | +$2.29K | 0.03% | 309 |
|
|
2021
Q1 | $223K | Hold |
2,824
| – | – | 0.04% | 310 |
|
|
2020
Q4 | $241K | Buy |
2,824
+20
| +0.7% | +$1.65K | 0.04% | 259 |
|
|
2020
Q3 | $216K | Buy |
2,804
+245
| +10% | +$18.7K | 0.05% | 252 |
|
|
2020
Q2 | $187K | Sell |
2,559
-550
| -18% | -$39.1K | 0.04% | 253 |
|
|
2020
Q1 | $206K | Buy |
3,109
+1,524
| +96% | +$107K | 0.06% | 214 |
|
|
2019
Q4 | $109K | Sell |
1,585
-20
| -1% | -$1.36K | 0.02% | 318 |
|
|
2019
Q3 | $118K | Buy |
1,605
+1
| +0.1% | +$73 | 0.03% | 306 |
|
|
2019
Q2 | $115K | Sell |
1,604
-768
| -32% | -$54.5K | 0.02% | 347 |
|
|
2019
Q1 | $163K | Buy |
2,372
+63
| +3% | +$4.07K | 0.03% | 347 |
|
|
2018
Q4 | $138K | Sell |
2,309
-304
| -12% | -$19K | 0.03% | 334 |
|
|
2018
Q3 | $175K | Sell |
2,613
-23
| -0.9% | -$1.53K | 0.03% | 336 |
|
|
2018
Q2 | $170K | Sell |
2,636
-69
| -3% | -$4.51K | 0.03% | 298 |
|
|
2018
Q1 | $194K | Sell |
2,705
-2,371
| -47% | -$171K | 0.04% | 314 |
|
|
2017
Q4 | $383K | Buy |
5,076
+542
| +12% | +$39.6K | 0.07% | 194 |
|
|
2017
Q3 | $330K | Sell |
4,534
-117
| -3% | -$8.43K | 0.06% | 220 |
|
|
2017
Q2 | $345K | Sell |
4,651
-6
| -0.1% | -$445 | 0.07% | 202 |
|
|
2017
Q1 | $341K | Buy |
4,657
+494
| +12% | +$34.6K | 0.06% | 191 |
|
|
2016
Q4 | $273K | Sell |
4,163
-243
| -6% | -$16.7K | 0.06% | 204 |
|
|
2016
Q3 | $326K | Buy |
4,406
+3
| +0.1% | +$222 | 0.09% | 181 |
|
|
2016
Q2 | $323K | Buy |
4,403
+1,227
| +39% | +$87.4K | 0.09% | 171 |
|
|
2016
Q1 | $224K | Buy |
3,176
+3
| +0.1% | +$200 | 0.08% | 179 |
|
|
2015
Q4 | $211K | Sell |
3,173
-41
| -1% | -$2.73K | 0.08% | 200 |
|
|
2015
Q3 | $204K | Buy |
3,214
+465
| +17% | +$30.4K | 0.09% | 190 |
|
|
2015
Q2 | $180K | Buy |
2,749
+199
| +8% | +$13.5K | 0.07% | 201 |
|
|
2015
Q1 | $177K | Buy |
2,550
+193
| +8% | +$13.3K | 0.07% | 209 |
|
|
2014
Q4 | $163K | Buy |
2,357
+102
| +5% | +$6.89K | 0.07% | 190 |
|
|
2014
Q3 | $147K | Buy |
2,255
+1
| +0% | +$66 | 0.07% | 177 |
|
|
2014
Q2 | $154K | Buy |
+2,254
| New | +$151K | 0.07% | 172 |
|
|
2013
Q4 | – | Sell |
-1,450
| Closed | -$84K | – | 226 |
|
|
2013
Q3 | $84K | Sell |
1,450
-216
| -13% | -$12.8K | 0.05% | 198 |
|
|
2013
Q2 | $95K | Buy |
+1,666
| New | +$98.9K | 0.07% | 172 |
|
Other funds holding CL
