WealthPLAN Partners’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-667
| Closed | -$51.4K | – | 448 |
|
|
2023
Q2 | $51.4K | Sell |
667
-266
| -29% | -$20.5K | 0.01% | 504 |
|
|
2023
Q1 | $70.1K | Buy |
+933
| New | +$70.1K | 0.01% | 493 |
|
|
2016
Q3 | $6.26K | Sell |
86
-36
| -30% | -$2.62K | ﹤0.01% | 669 |
|
|
2016
Q2 | $6.3K | Buy |
+122
| New | +$6.3K | ﹤0.01% | 1902 |
|
|
2015
Q4 | $6.74K | Buy |
+203
| New | +$6.74K | ﹤0.01% | 1264 |
|
|
2015
Q2 | $3K | Sell |
43
-32
| -43% | -$2.23K | ﹤0.01% | 359 |
|
|
2015
Q1 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 433 |
|