LWM
Lyons Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10,820
| Closed | -$775K | – | 44 |
|
|
2018
Q1 | $775K | Buy |
10,820
+260
| +2% | +$18.6K | 1.18% | 26 |
|
|
2017
Q4 | $796K | Buy |
+10,560
| New | +$796K | 1.3% | 24 |
|
|
2015
Q4 | – | Sell |
-13,861
| Closed | -$877K | – | 59 |
|
|
2015
Q3 | $877K | Sell |
13,861
-604
| -4% | -$38.2K | 1.13% | 17 |
|
|
2015
Q2 | $947K | Buy |
+14,465
| New | +$947K | 1.08% | 21 |
|
|
2015
Q1 | – | Sell |
-15,810
| Closed | -$1.1M | – | 54 |
|
|
2014
Q4 | $1.1M | Buy |
+15,810
| New | +$1.1M | 1.15% | 24 |
|
|
2014
Q3 | – | Sell |
-14,765
| Closed | -$1M | – | 60 |
|
|
2014
Q2 | $1M | Buy |
+14,765
| New | +$1M | 0.89% | 22 |
|