TriaGen 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-20,392
| Closed | -$1.74M | – | 172 |
|
2021
Q4 | $1.74M | Sell |
20,392
-348
| -2% | -$29.7K | 0.86% | 43 |
|
2021
Q3 | $1.57M | Hold |
20,740
| – | – | 0.85% | 41 |
|
2021
Q2 | $1.65M | Sell |
20,740
-391
| -2% | -$31.1K | 0.85% | 39 |
|
2021
Q1 | $1.67M | Sell |
21,131
-96
| -0.5% | -$7.57K | 0.96% | 40 |
|
2020
Q4 | $1.82M | Buy |
+21,227
| New | +$1.82M | 1.06% | 29 |
|