Meridian Wealth Partners’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,087
| Closed | -$308K | – | 84 |
|
|
2021
Q3 | $308K | Buy |
4,087
+22
| +0.5% | +$1.66K | 0.07% | 54 |
|
|
2021
Q2 | $330K | Hold |
4,065
| – | – | 0.08% | 50 |
|
|
2021
Q1 | $320K | Sell |
4,065
-358
| -8% | -$28.2K | 0.1% | 49 |
|
|
2020
Q4 | $378K | Buy |
4,423
+3
| +0.1% | +$256 | 0.16% | 38 |
|
|
2020
Q3 | $341K | Sell |
4,420
-38
| -0.9% | -$2.93K | 0.17% | 36 |
|
|
2020
Q2 | $327K | Buy |
4,458
+3
| +0.1% | +$220 | 0.18% | 37 |
|
|
2020
Q1 | $296K | Buy |
4,455
+4
| +0.1% | +$266 | 0.18% | 41 |
|
|
2019
Q4 | $306K | Buy |
+4,451
| New | +$306K | 0.19% | 37 |
|