Visionary Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,603
| Closed | -$284K | – | 461 |
|
|
2022
Q4 | $284K | Buy |
3,603
+400
| +12% | +$31.5K | 0.03% | 334 |
|
|
2022
Q3 | $225K | Buy |
3,203
+40
| +1% | +$2.81K | 0.02% | 348 |
|
|
2022
Q2 | $253K | Sell |
3,163
-16
| -0.5% | -$1.28K | 0.02% | 353 |
|
|
2022
Q1 | $241K | Sell |
3,179
-154
| -5% | -$11.7K | 0.02% | 374 |
|
|
2021
Q4 | $284K | Buy |
3,333
+593
| +22% | +$50.5K | 0.02% | 301 |
|
|
2021
Q3 | $207K | Sell |
2,740
-176
| -6% | -$13.3K | 0.02% | 287 |
|
|
2021
Q2 | $237K | Buy |
+2,916
| New | +$237K | 0.02% | 298 |
|