Summit Wealth & Retirement Planning’s Colgate-Palmolive CL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,161	Closed	-$285K	–	133
2019 Q1	$285K	Sell	4,161 -2,094	-33%	-$143K	0.17%	114
2018 Q4	$372K	Buy	+6,255	New	+$372K	0.28%	73