SFA
Source Financial Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,581
| Closed | -$207K | – | 110 |
|
|
2022
Q2 | $207K | Buy |
+2,581
| New | +$207K | 0.08% | 108 |
|
|
2022
Q1 | – | Sell |
-2,495
| Closed | -$213K | – | 113 |
|
|
2021
Q4 | $213K | Buy |
+2,495
| New | +$213K | 0.06% | 103 |
|
|
2021
Q3 | – | Sell |
-2,476
| Closed | -$201K | – | 107 |
|
|
2021
Q2 | $201K | Buy |
+2,476
| New | +$201K | 0.05% | 106 |
|
|
2021
Q1 | – | Sell |
-2,358
| Closed | -$202K | – | 110 |
|
|
2020
Q4 | $202K | Buy |
+2,358
| New | +$202K | 0.05% | 106 |
|