Independence Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1M | Hold |
12,963
| – | – | 0.21% | 36 |
|
|
2020
Q2 | $950K | Buy |
12,963
+534
| +4% | +$39.1K | 0.22% | 38 |
|
|
2020
Q1 | $825K | Sell |
12,429
-55
| -0.4% | -$3.65K | 0.23% | 35 |
|
|
2019
Q4 | $859K | Sell |
12,484
-45
| -0.4% | -$3.1K | 0.21% | 39 |
|
|
2019
Q3 | $921K | Sell |
12,529
-388
| -3% | -$28.5K | 0.22% | 35 |
|
|
2019
Q2 | $926K | Buy |
12,917
+500
| +4% | +$35.8K | 0.24% | 34 |
|
|
2019
Q1 | $851K | Buy |
12,417
+516
| +4% | +$35.4K | 0.24% | 36 |
|
|
2018
Q4 | $708K | Sell |
11,901
-37
| -0.3% | -$2.2K | 0.24% | 36 |
|
|
2018
Q3 | $799K | Buy |
11,938
+37
| +0.3% | +$2.48K | 0.24% | 36 |
|
|
2018
Q2 | $771K | Hold |
11,901
| – | – | 0.25% | 34 |
|
|
2018
Q1 | $853K | Hold |
11,901
| – | – | 0.28% | 34 |
|
|
2017
Q4 | $898K | Buy |
+11,901
| New | +$898K | 0.3% | 31 |
|
|
2017
Q3 | – | Sell |
-11,901
| Closed | -$882K | – | 72 |
|
|
2017
Q2 | $882K | Hold |
11,901
| – | – | 0.35% | 29 |
|
|
2017
Q1 | $871K | Hold |
11,901
| – | – | 0.37% | 28 |
|
|
2016
Q4 | $779K | Hold |
11,901
| – | – | 0.34% | 31 |
|
|
2016
Q3 | $882K | Buy |
+11,901
| New | +$882K | 0.41% | 27 |
|