MFW
Mosaic Family Wealth’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $233K | Buy |
+2,732
| New | +$233K | 0.06% | 156 |
|
|
2021
Q2 | – | Sell |
-2,653
| Closed | -$209K | – | 166 |
|
|
2021
Q1 | $209K | Sell |
2,653
-173
| -6% | -$13.6K | 0.06% | 154 |
|
|
2020
Q4 | $242K | Sell |
2,826
-686
| -20% | -$58.7K | 0.08% | 131 |
|
|
2020
Q3 | $271K | Buy |
+3,512
| New | +$271K | 0.1% | 114 |
|
|
2019
Q4 | – | Sell |
-4,833
| Closed | -$355K | – | 161 |
|
|
2019
Q3 | $355K | Buy |
4,833
+206
| +4% | +$15.1K | 0.15% | 106 |
|
|
2019
Q2 | $332K | Sell |
4,627
-478
| -9% | -$34.3K | 0.14% | 113 |
|
|
2019
Q1 | $350K | Sell |
5,105
-323
| -6% | -$22.1K | 0.14% | 104 |
|
|
2018
Q4 | $323K | Buy |
5,428
+21
| +0.4% | +$1.25K | 0.13% | 105 |
|
|
2018
Q3 | $334K | Buy |
5,407
+703
| +15% | +$43.4K | 0.14% | 108 |
|
|
2018
Q2 | $305K | Buy |
4,704
+145
| +3% | +$9.4K | 0.12% | 123 |
|
|
2018
Q1 | $327K | Sell |
4,559
-3,240
| -42% | -$232K | 0.12% | 114 |
|
|
2017
Q4 | $587K | Sell |
7,799
-2,759
| -26% | -$208K | 0.21% | 68 |
|
|
2017
Q3 | $770K | Sell |
10,558
-749
| -7% | -$54.6K | 0.3% | 58 |
|
|
2017
Q2 | $838K | Sell |
11,307
-63
| -0.6% | -$4.67K | 0.35% | 50 |
|
|
2017
Q1 | $832K | Buy |
11,370
+852
| +8% | +$62.3K | 0.36% | 51 |
|
|
2016
Q4 | $688K | Sell |
10,518
-897
| -8% | -$58.7K | 0.32% | 55 |
|
|
2016
Q3 | $846K | Buy |
11,415
+3,997
| +54% | +$296K | 0.39% | 47 |
|
|
2016
Q2 | $539K | Sell |
7,418
-13,195
| -64% | -$959K | 0.26% | 72 |
|
|
2016
Q1 | $1.46M | Buy |
20,613
+450
| +2% | +$31.8K | 0.7% | 25 |
|
|
2015
Q4 | $1.34M | Buy |
+20,163
| New | +$1.34M | 0.6% | 27 |
|