IFWM
Institute for Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,447
| Closed | -$462K | – | 431 |
|
|
2019
Q2 | $462K | Sell |
6,447
-5
| -0.1% | -$358 | 0.1% | 270 |
|
|
2019
Q1 | $442K | Buy |
+6,452
| New | +$442K | 0.1% | 262 |
|
|
2018
Q1 | – | Sell |
-6,594
| Closed | -$498K | – | 275 |
|
|
2017
Q4 | $498K | Buy |
+6,594
| New | +$498K | 0.11% | 221 |
|
|
2017
Q3 | – | Sell |
-7,939
| Closed | -$587K | – | 269 |
|
|
2017
Q2 | $587K | Buy |
+7,939
| New | +$587K | 0.16% | 196 |
|