Parcion Private Wealth’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-21,279
| Closed | -$1.65M | – | 186 |
|
2020
Q3 | $1.65M | Sell |
21,279
-1,870
| -8% | -$145K | 0.25% | 74 |
|
2020
Q2 | $1.7M | Sell |
23,149
-3,068
| -12% | -$225K | 0.29% | 64 |
|
2020
Q1 | $1.74M | Buy |
26,217
+3,071
| +13% | +$204K | 0.48% | 48 |
|
2019
Q4 | $1.59M | Buy |
+23,146
| New | +$1.59M | 0.35% | 61 |
|