WAOTB
Wealth Advisors of Tampa Bay’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-13,483
| Closed | -$966K | – | 69 |
|
|
2019
Q2 | $966K | Sell |
13,483
-514
| -4% | -$36.8K | 0.7% | 48 |
|
|
2019
Q1 | $959K | Sell |
13,997
-230
| -2% | -$15.8K | 0.7% | 47 |
|
|
2018
Q4 | $847K | Buy |
14,227
+30
| +0.2% | +$1.79K | 0.69% | 43 |
|
|
2018
Q3 | $952K | Buy |
14,197
+880
| +7% | +$59K | 0.67% | 45 |
|
|
2018
Q2 | $859K | Buy |
13,317
+1,390
| +12% | +$89.7K | 0.66% | 43 |
|
|
2018
Q1 | $854K | Hold |
11,927
| – | – | 0.62% | 45 |
|
|
2017
Q4 | $901K | Buy |
+11,927
| New | +$901K | 0.62% | 46 |
|