Heritage Wealth Management (Arizona)’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $5.2K | Buy |
66
+33
| +100% | +$2.6K | ﹤0.01% | 877 |
|
|
2022
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 861 |
|
|
2022
Q2 | $2.65K | Hold |
33
| – | – | ﹤0.01% | 851 |
|
|
2022
Q1 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 846 |
|
|
2021
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 806 |
|
|
2021
Q2 | $3K | Sell |
33
-329
| -91% | -$29.9K | ﹤0.01% | 802 |
|
|
2021
Q1 | $29K | Buy |
+362
| New | +$29K | 0.02% | 446 |
|