TrueWealth LLC’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $261K | Hold |
3,558
| – | – | 0.11% | 109 |
|
|
2020
Q1 | $236K | Hold |
3,558
| – | – | 0.11% | 108 |
|
|
2019
Q4 | $245K | Hold |
3,558
| – | – | 0.1% | 119 |
|
|
2019
Q3 | $262K | Hold |
3,558
| – | – | 0.11% | 108 |
|
|
2019
Q2 | $255K | Sell |
3,558
-950
| -21% | -$68.1K | 0.11% | 111 |
|
|
2019
Q1 | $309K | Hold |
4,508
| – | – | 0.14% | 98 |
|
|
2018
Q4 | $268K | Sell |
4,508
-225
| -5% | -$13.4K | 0.14% | 104 |
|
|
2018
Q3 | $317K | Sell |
4,733
-28
| -0.6% | -$1.88K | 0.15% | 101 |
|
|
2018
Q2 | $309K | Hold |
4,761
| – | – | 0.15% | 99 |
|
|
2018
Q1 | $341K | Sell |
4,761
-26,831
| -85% | -$1.92M | 0.17% | 88 |
|
|
2017
Q4 | $2.38M | Buy |
+31,592
| New | +$2.38M | 1.12% | 12 |
|