SWK
Stephen W. Kidder’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,495
| Closed | -$204K | – | 75 |
|
|
2021
Q2 | $204K | Sell |
2,495
-225
| -8% | -$18.4K | 0.06% | 74 |
|
|
2021
Q1 | $214K | Sell |
2,720
-950
| -26% | -$74.7K | 0.07% | 70 |
|
|
2020
Q4 | $314K | Hold |
3,670
| – | – | 0.1% | 61 |
|
|
2020
Q3 | $283K | Hold |
3,670
| – | – | 0.1% | 63 |
|
|
2020
Q2 | $269K | Sell |
3,670
-25
| -0.7% | -$1.83K | 0.1% | 61 |
|
|
2020
Q1 | $246K | Sell |
3,695
-680
| -16% | -$45.3K | 0.11% | 61 |
|
|
2019
Q4 | $302K | Sell |
4,375
-120
| -3% | -$8.28K | 0.11% | 60 |
|
|
2019
Q3 | $330K | Hold |
4,495
| – | – | 0.13% | 56 |
|
|
2019
Q2 | $323K | Sell |
4,495
-150
| -3% | -$10.8K | 0.13% | 59 |
|
|
2019
Q1 | $319K | Hold |
4,645
| – | – | 0.13% | 57 |
|
|
2018
Q4 | $277K | Sell |
4,645
-1,000
| -18% | -$59.6K | 0.12% | 65 |
|
|
2018
Q3 | $377K | Sell |
5,645
-610
| -10% | -$40.7K | 0.14% | 67 |
|
|
2018
Q2 | $405K | Hold |
6,255
| – | – | 0.16% | 67 |
|
|
2018
Q1 | $449K | Sell |
6,255
-840
| -12% | -$60.3K | 0.17% | 66 |
|
|
2017
Q4 | $535K | Hold |
7,095
| – | – | 0.19% | 63 |
|
|
2017
Q3 | $517K | Buy |
7,095
+400
| +6% | +$29.1K | 0.19% | 63 |
|
|
2017
Q2 | $496K | Hold |
6,695
| – | – | 0.19% | 64 |
|
|
2017
Q1 | $490K | Hold |
6,695
| – | – | 0.19% | 66 |
|
|
2016
Q4 | $438K | Sell |
6,695
-100
| -1% | -$6.54K | 0.18% | 69 |
|
|
2016
Q3 | $504K | Sell |
6,795
-35
| -0.5% | -$2.6K | 0.2% | 66 |
|
|
2016
Q2 | $500K | Hold |
6,830
| – | – | 0.2% | 70 |
|
|
2016
Q1 | $482K | Buy |
6,830
+575
| +9% | +$40.6K | 0.2% | 70 |
|
|
2015
Q4 | $418K | Buy |
6,255
+2,120
| +51% | +$142K | 0.18% | 71 |
|
|
2015
Q3 | $263K | Hold |
4,135
| – | – | 0.13% | 80 |
|
|
2015
Q2 | $270K | Buy |
4,135
+85
| +2% | +$5.55K | 0.12% | 84 |
|
|
2015
Q1 | $281K | Buy |
4,050
+450
| +13% | +$31.2K | 0.12% | 88 |
|
|
2014
Q4 | $249K | Buy |
3,600
+50
| +1% | +$3.46K | 0.11% | 92 |
|
|
2014
Q3 | $232K | Buy |
3,550
+490
| +16% | +$32K | 0.11% | 92 |
|
|
2014
Q2 | $208K | Buy |
+3,060
| New | +$208K | 0.14% | 61 |
|
|
2014
Q1 | – | Sell |
-3,660
| Closed | -$239K | – | 62 |
|
|
2013
Q4 | $239K | Hold |
3,660
| – | – | 0.16% | 56 |
|
|
2013
Q3 | $217K | Sell |
3,660
-50
| -1% | -$2.96K | 0.17% | 57 |
|
|
2013
Q2 | $212K | Buy |
+3,710
| New | +$212K | 0.17% | 65 |
|