MPS Loria Financial Planners’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,012
| Closed | -$79K | – | 188 |
|
|
2021
Q1 | $79K | Hold |
1,012
| – | – | 0.04% | 130 |
|
|
2020
Q4 | $85K | Buy |
1,012
+79
| +8% | +$6.64K | 0.04% | 123 |
|
|
2020
Q3 | $72K | Buy |
933
+1
| +0.1% | +$77 | 0.04% | 124 |
|
|
2020
Q2 | $68K | Buy |
+932
| New | +$68K | 0.04% | 126 |
|
|
2017
Q3 | – | Sell |
-923
| Closed | -$66K | – | 128 |
|
|
2017
Q2 | $66K | Buy |
+923
| New | +$66K | 0.04% | 132 |
|