Icon Wealth Partners’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,510
| Closed | -$103K | – | 275 |
|
|
2019
Q1 | $103K | Buy |
+1,510
| New | +$103K | 0.04% | 218 |
|
|
2018
Q4 | – | Sell |
-1,847
| Closed | -$124K | – | 223 |
|
|
2018
Q3 | $124K | Buy |
1,847
+386
| +26% | +$25.9K | 0.05% | 231 |
|
|
2018
Q2 | $95K | Buy |
+1,461
| New | +$95K | 0.04% | 246 |
|
|
2018
Q1 | – | Sell |
-274
| Closed | -$21K | – | 347 |
|
|
2017
Q4 | $21K | Buy |
+274
| New | +$21K | 0.01% | 601 |
|