Tradition Wealth Management’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-40
| Closed | -$3K | – | 1281 |
|
|
2023
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 1285 |
|
|
2023
Q2 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 1317 |
|
|
2023
Q1 | – | Sell |
-235
| Closed | -$19K | – | 1293 |
|
|
2022
Q4 | $19K | Buy |
235
+30
| +15% | +$2.43K | ﹤0.01% | 757 |
|
|
2022
Q3 | $14K | Buy |
205
+5
| +3% | +$341 | ﹤0.01% | 840 |
|
|
2022
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 691 |
|
|
2022
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 788 |
|
|
2021
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 769 |
|
|
2021
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 791 |
|
|
2021
Q2 | $16K | Sell |
200
-130
| -39% | -$10.4K | ﹤0.01% | 808 |
|
|
2021
Q1 | $26K | Hold |
330
| – | – | ﹤0.01% | 577 |
|
|
2020
Q4 | $28K | Buy |
+330
| New | +$28K | 0.01% | 522 |
|