LA
Lucus Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $228K | Sell |
3,182
-1,332
| -30% | -$95.4K | 0.4% | 50 |
|
|
2017
Q4 | $341K | Buy |
+4,514
| New | +$341K | 0.5% | 39 |
|
|
2016
Q2 | – | Sell |
-7,381
| Closed | -$521K | – | 260 |
|
|
2016
Q1 | $521K | Buy |
7,381
+3,928
| +114% | +$277K | 0.31% | 131 |
|
|
2015
Q4 | $230K | Sell |
3,453
-1,958
| -36% | -$130K | 0.14% | 294 |
|
|
2015
Q3 | $343K | Sell |
5,411
-2,273
| -30% | -$144K | 0.19% | 293 |
|
|
2015
Q2 | $503K | Buy |
+7,684
| New | +$503K | 0.24% | 133 |
|