Laurel Wealth Advisors (California)’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,765
| Closed | -$236K | – | 744 |
|
|
2021
Q4 | $236K | Buy |
+2,765
| New | +$236K | 0.02% | 700 |
|
|
2019
Q4 | – | Sell |
-3,765
| Closed | -$276K | – | 436 |
|
|
2019
Q3 | $276K | Buy |
+3,765
| New | +$276K | 0.05% | 359 |
|
|
2018
Q3 | – | Sell |
-3,120
| Closed | -$202K | – | 403 |
|
|
2018
Q2 | $202K | Sell |
3,120
-9
| -0.3% | -$583 | 0.05% | 357 |
|
|
2018
Q1 | $224K | Sell |
3,129
-160
| -5% | -$11.5K | 0.07% | 303 |
|
|
2017
Q4 | $248K | Buy |
+3,289
| New | +$248K | 0.07% | 288 |
|
|
2016
Q4 | – | Sell |
-3,732
| Closed | -$277K | – | 256 |
|
|
2016
Q3 | $277K | Hold |
3,732
| – | – | 0.13% | 185 |
|
|
2016
Q2 | $273K | Buy |
+3,732
| New | +$273K | 0.13% | 182 |
|