MYCIO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,951
| Closed | -$216K | – | 238 |
|
|
2017
Q1 | $216K | Buy |
+2,951
| New | +$216K | 0.03% | 217 |
|
|
2016
Q4 | – | Sell |
-1,452
| Closed | -$108K | – | 294 |
|
|
2016
Q3 | $108K | Sell |
1,452
-400
| -22% | -$29.8K | 0.02% | 245 |
|
|
2016
Q2 | $136K | Hold |
1,852
| – | – | 0.02% | 218 |
|
|
2016
Q1 | $131K | Buy |
1,852
+400
| +28% | +$28.3K | 0.02% | 194 |
|
|
2015
Q4 | $97K | Hold |
1,452
| – | – | 0.02% | 227 |
|
|
2015
Q3 | $92K | Buy |
1,452
+77
| +6% | +$4.88K | 0.02% | 222 |
|
|
2015
Q2 | $90K | Buy |
1,375
+725
| +112% | +$47.5K | 0.02% | 229 |
|
|
2015
Q1 | $45K | Hold |
650
| – | – | 0.01% | 294 |
|
|
2014
Q4 | $45K | Hold |
650
| – | – | 0.01% | 277 |
|
|
2014
Q3 | $42K | Hold |
650
| – | – | 0.01% | 271 |
|
|
2014
Q2 | $44K | Hold |
650
| – | – | 0.01% | 282 |
|
|
2014
Q1 | $42K | Hold |
650
| – | – | 0.01% | 276 |
|
|
2013
Q4 | $42K | Hold |
650
| – | – | 0.01% | 262 |
|
|
2013
Q3 | $39K | Hold |
650
| – | – | 0.01% | 256 |
|
|
2013
Q2 | $37K | Buy |
+650
| New | +$37K | 0.01% | 259 |
|