TWMP
Taylor Wealth Management Partners’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-150
| Closed | -$11K | – | 138 |
|
|
2017
Q4 | $11K | Hold |
150
| – | – | ﹤0.01% | 125 |
|
|
2017
Q3 | $11K | Sell |
150
-1,350
| -90% | -$99K | ﹤0.01% | 131 |
|
|
2017
Q2 | $111K | Hold |
1,500
| – | – | 0.05% | 76 |
|
|
2017
Q1 | $110K | Hold |
1,500
| – | – | 0.05% | 77 |
|
|
2016
Q4 | $98K | Hold |
1,500
| – | – | 0.05% | 77 |
|
|
2016
Q3 | $111K | Hold |
1,500
| – | – | 0.05% | 68 |
|
|
2016
Q2 | $110K | Hold |
1,500
| – | – | 0.04% | 64 |
|
|
2016
Q1 | $106K | Buy |
1,500
+1,200
| +400% | +$84.8K | 0.05% | 57 |
|
|
2015
Q4 | $20K | Hold |
300
| – | – | 0.01% | 96 |
|
|
2015
Q3 | $19K | Sell |
300
-1,000
| -77% | -$63.3K | 0.01% | 99 |
|
|
2015
Q2 | $85K | Buy |
1,300
+700
| +117% | +$45.8K | 0.03% | 75 |
|
|
2015
Q1 | $42K | Buy |
+600
| New | +$42K | 0.01% | 86 |
|