Lenox Wealth Advisors’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 | $32K | Sell |
400
-9
| -2% | -$720 | ﹤0.01% | 306 |
|
|
2021
Q4 | $35K | Hold |
409
| – | – | ﹤0.01% | 306 |
|
|
2021
Q3 | $31K | Buy |
409
+9
| +2% | +$682 | ﹤0.01% | 300 |
|
|
2021
Q2 | $33K | Buy |
+400
| New | +$33K | ﹤0.01% | 289 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 692 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 622 |
|
|
2020
Q1 | – | Sell |
-1,304
| Closed | -$90K | – | 787 |
|
|
2019
Q4 | $90K | Buy |
1,304
+9
| +0.7% | +$621 | 0.01% | 122 |
|
|
2019
Q3 | $95K | Hold |
1,295
| – | – | 0.02% | 117 |
|
|
2019
Q2 | $93K | Buy |
+1,295
| New | +$93K | 0.02% | 116 |
|
|
2018
Q4 | – | Sell |
-32
| Closed | -$2K | – | 373 |
|
|
2018
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 364 |
|
|
2018
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 490 |
|
|
2018
Q1 | $2K | Hold |
32
| – | – | ﹤0.01% | 465 |
|
|
2017
Q4 | $2K | Buy |
32
+28
| +700% | +$1.75K | ﹤0.01% | 335 |
|
|
2017
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 247 |
|
|
2015
Q2 | – | Sell |
-850
| Closed | -$59K | – | 304 |
|
|
2015
Q1 | $59K | Hold |
850
| – | – | 0.02% | 73 |
|
|
2014
Q4 | $59K | Hold |
850
| – | – | 0.02% | 72 |
|
|
2014
Q3 | $55K | Hold |
850
| – | – | 0.02% | 72 |
|
|
2014
Q2 | $59K | Hold |
850
| – | – | 0.03% | 56 |
|
|
2014
Q1 | $55K | Buy |
+850
| New | +$55K | 0.03% | 53 |
|