Fusion Family Wealth’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-4,746
| Closed | -$282K | – | 168 |
|
|
2018
Q4 | $282K | Sell |
4,746
-230
| -5% | -$13.7K | 0.08% | 53 |
|
|
2018
Q3 | $333K | Hold |
4,976
| – | – | 0.09% | 46 |
|
|
2018
Q2 | $322K | Hold |
4,976
| – | – | 0.09% | 51 |
|
|
2018
Q1 | $357K | Hold |
4,976
| – | – | 0.12% | 39 |
|
|
2017
Q4 | $375K | Buy |
+4,976
| New | +$375K | 0.09% | 49 |
|
|
2017
Q3 | – | Sell |
-5,366
| Closed | -$398K | – | 238 |
|
|
2017
Q2 | $398K | Hold |
5,366
| – | – | 0.14% | 47 |
|
|
2017
Q1 | $393K | Hold |
5,366
| – | – | 0.15% | 46 |
|
|
2016
Q4 | $353K | Buy |
+5,366
| New | +$353K | 0.21% | 49 |
|