One Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-598
| Closed | -$47.1K | – | 266 |
|
|
2022
Q4 | $47.1K | Buy |
+598
| New | +$47.1K | 0.01% | 426 |
|
|
2019
Q2 | – | Sell |
-543
| Closed | -$37K | – | 182 |
|
|
2019
Q1 | $37K | Buy |
+543
| New | +$37K | 0.03% | 241 |
|
|
2018
Q4 | – | Sell |
-522
| Closed | -$35K | – | 171 |
|
|
2018
Q3 | $35K | Hold |
522
| – | – | 0.03% | 285 |
|
|
2018
Q2 | $34K | Hold |
522
| – | – | 0.03% | 280 |
|
|
2018
Q1 | $37K | Buy |
522
+3
| +0.6% | +$213 | 0.03% | 269 |
|
|
2017
Q4 | $39K | Buy |
+519
| New | +$39K | 0.03% | 292 |
|