Level Financial Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-612
| Closed | -$48.8K | – | 109 |
|
|
2023
Q4 | $48.8K | Hold |
612
| – | – | 0.02% | 116 |
|
|
2023
Q3 | $43.5K | Hold |
612
| – | – | 0.02% | 113 |
|
|
2023
Q2 | $47.1K | Hold |
612
| – | – | 0.03% | 111 |
|
|
2023
Q1 | $46K | Hold |
612
| – | – | 0.03% | 101 |
|
|
2022
Q4 | $48K | Hold |
612
| – | – | 0.03% | 100 |
|
|
2022
Q3 | $43K | Hold |
612
| – | – | 0.03% | 100 |
|
|
2022
Q2 | $49K | Hold |
612
| – | – | 0.04% | 100 |
|
|
2022
Q1 | $46K | Hold |
612
| – | – | 0.04% | 92 |
|
|
2021
Q4 | $52K | Buy |
+612
| New | +$52K | 0.04% | 91 |
|