Lee Capital Holdings’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 |
-10,000
| Closed | -$788K | – | 9 |
|
|
2022
Q4 | $788K | Hold |
10,000
| – | – | 1.2% | 23 |
|
|
2022
Q3 | $703K | Hold |
10,000
| – | – | 0.99% | 23 |
|
|
2022
Q2 | $801K | Hold |
10,000
| – | – | 0.63% | 43 |
|
|
2022
Q1 | $758K | Hold |
10,000
| – | – | 0.42% | 47 |
|
|
2021
Q4 | $853K | Hold |
10,000
| – | – | 0.45% | 51 |
|
|
2021
Q3 | $756K | Hold |
10,000
| – | – | 0.4% | 54 |
|
|
2021
Q2 | $814K | Hold |
10,000
| – | – | 0.41% | 54 |
|
|
2021
Q1 | $788K | Hold |
10,000
| – | – | 0.35% | 70 |
|
|
2020
Q4 | $855K | Hold |
10,000
| – | – | 0.5% | 56 |
|
|
2020
Q3 | $772K | Hold |
10,000
| – | – | 0.45% | 48 |
|
|
2020
Q2 | $733K | Buy |
10,000
+2,000
| +25% | +$147K | 0.67% | 38 |
|
|
2020
Q1 | $531K | Hold |
8,000
| – | – | 0.44% | 49 |
|
|
2019
Q4 | $551K | Hold |
8,000
| – | – | 0.51% | 45 |
|
|
2019
Q3 | $588K | Hold |
8,000
| – | – | 0.55% | 43 |
|
|
2019
Q2 | $573K | Hold |
8,000
| – | – | 0.61% | 43 |
|
|
2019
Q1 | $548K | Hold |
8,000
| – | – | 0.61% | 45 |
|
|
2018
Q4 | $476K | Hold |
8,000
| – | – | 0.71% | 35 |
|
|
2018
Q3 | $536K | Hold |
8,000
| – | – | 0.38% | 68 |
|
|
2018
Q2 | $518K | Buy |
+8,000
| New | +$518K | 0.37% | 66 |
|