GWM
Gupta Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $3.81M | Buy |
53,891
+3,954
| +8% | +$279K | 0.89% | 23 |
|
|
2015
Q4 | $3.33M | Sell |
49,937
-14,596
| -23% | -$972K | 0.85% | 25 |
|
|
2015
Q3 | $4.1M | Buy |
64,533
+2,927
| +5% | +$186K | 1% | 18 |
|
|
2015
Q2 | $4.03M | Buy |
61,606
+2,028
| +3% | +$133K | 0.99% | 16 |
|
|
2015
Q1 | $4.13M | Buy |
+59,578
| New | +$4.13M | 1.21% | 14 |
|