JSF Financial’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,730
| Closed | -$215K | – | 116 |
|
|
2022
Q4 | $215K | Buy |
+2,730
| New | +$215K | 0.08% | 104 |
|
|
2022
Q3 | – | Sell |
-2,740
| Closed | -$220K | – | 104 |
|
|
2022
Q2 | $220K | Sell |
2,740
-490
| -15% | -$39.3K | 0.1% | 88 |
|
|
2022
Q1 | $245K | Sell |
3,230
-127
| -4% | -$9.63K | 0.1% | 94 |
|
|
2021
Q4 | $286K | Sell |
3,357
-150
| -4% | -$12.8K | 0.14% | 83 |
|
|
2021
Q3 | $265K | Buy |
3,507
+14
| +0.4% | +$1.06K | 0.13% | 94 |
|
|
2021
Q2 | $284K | Sell |
3,493
-3
| -0.1% | -$244 | 0.17% | 74 |
|
|
2021
Q1 | $276K | Sell |
3,496
-280
| -7% | -$22.1K | 0.17% | 62 |
|
|
2020
Q4 | $323K | Buy |
3,776
+1,000
| +36% | +$85.5K | 0.23% | 50 |
|
|
2020
Q3 | $214K | Buy |
+2,776
| New | +$214K | 0.17% | 65 |
|