New England Professional Planning Group’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,417
| Closed | -$235K | – | 46 |
|
|
2019
Q4 | $235K | Buy |
+3,417
| New | +$235K | 0.19% | 45 |
|
|
2018
Q3 | $218K | Buy |
+3,269
| New | +$218K | 0.25% | 39 |
|
|
2018
Q2 | – | Sell |
-3,269
| Closed | -$213K | – | 42 |
|
|
2018
Q1 | $213K | Buy |
3,269
+200
| +7% | +$13K | 0.28% | 35 |
|
|
2017
Q4 | $231K | Buy |
+3,069
| New | +$231K | 0.28% | 36 |
|
|
2016
Q2 | $266K | Hold |
3,593
| – | – | 0.3% | 31 |
|
|
2016
Q1 | $256K | Sell |
3,593
-200
| -5% | -$14.3K | 0.26% | 30 |
|
|
2015
Q4 | $252K | Buy |
3,793
+200
| +6% | +$13.3K | 0.28% | 33 |
|
|
2015
Q3 | $236K | Sell |
3,593
-200
| -5% | -$13.1K | 0.27% | 35 |
|
|
2015
Q2 | $248K | Hold |
3,793
| – | – | 0.33% | 32 |
|
|
2015
Q1 | $258K | Sell |
3,793
-277
| -7% | -$18.8K | 0.35% | 31 |
|
|
2014
Q4 | $281K | Buy |
+4,070
| New | +$281K | 0.41% | 27 |
|