Integrated Wealth Management’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $587K | Sell |
8,020
-695
| -8% | -$50.9K | 0.2% | 121 |
|
|
2016
Q4 | $570K | Sell |
8,715
-644
| -7% | -$42.1K | 0.21% | 117 |
|
|
2016
Q3 | $694K | Sell |
9,359
-457
| -5% | -$33.9K | 0.25% | 90 |
|
|
2016
Q2 | $719K | Sell |
9,816
-1,599
| -14% | -$117K | 0.28% | 79 |
|
|
2016
Q1 | $806K | Sell |
11,415
-296
| -3% | -$20.9K | 0.34% | 69 |
|
|
2015
Q4 | $780K | Sell |
11,711
-180
| -2% | -$12K | 0.34% | 70 |
|
|
2015
Q3 | $754K | Sell |
11,891
-371
| -3% | -$23.5K | 0.33% | 70 |
|
|
2015
Q2 | $802K | Sell |
12,262
-685
| -5% | -$44.8K | 0.31% | 73 |
|
|
2015
Q1 | $897K | Buy |
+12,947
| New | +$897K | 0.37% | 61 |
|