GCA
Gideon Capital Advisors’s Colgate-Palmolive CL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-29,378
| Closed | -$2.02M | – | 39 |
|
2019
Q4 | $2.02M | Buy |
+29,378
| New | +$2.02M | 0.7% | 35 |
|
2019
Q3 | – | Sell |
-43,233
| Closed | -$3.1M | – | 303 |
|
2019
Q2 | $3.1M | Buy |
+43,233
| New | +$3.1M | 1.07% | 15 |
|
2019
Q1 | – | Sell |
-20,470
| Closed | -$1.22M | – | 398 |
|
2018
Q4 | $1.22M | Sell |
20,470
-512
| -2% | -$30.5K | 0.5% | 53 |
|
2018
Q3 | $1.41M | Sell |
20,982
-21,743
| -51% | -$1.46M | 0.66% | 24 |
|
2018
Q2 | $2.77M | Buy |
+42,725
| New | +$2.77M | 1.38% | 4 |
|
2016
Q3 | – | Sell |
-3,455
| Closed | -$253K | – | 196 |
|
2016
Q2 | $253K | Buy |
+3,455
| New | +$253K | 0.15% | 161 |
|
2015
Q3 | – | Sell |
-16,787
| Closed | -$1.1M | – | 238 |
|
2015
Q2 | $1.1M | Buy |
+16,787
| New | +$1.1M | 0.45% | 79 |
|
2015
Q1 | – | Sell |
-20,275
| Closed | -$1.4M | – | 234 |
|
2014
Q4 | $1.4M | Sell |
20,275
-440
| -2% | -$30.4K | 0.66% | 48 |
|
2014
Q3 | $1.35M | Buy |
+20,715
| New | +$1.35M | 0.52% | 65 |
|