WealthShield Partners’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-675
| Closed | -$55K | – | 317 |
|
|
2021
Q2 | $55K | Buy |
675
+85
| +14% | +$6.93K | 0.01% | 457 |
|
|
2021
Q1 | $47K | Buy |
+590
| New | +$47K | 0.01% | 467 |
|
|
2020
Q3 | – | Sell |
-2,795
| Closed | -$205K | – | 387 |
|
|
2020
Q2 | $205K | Buy |
+2,795
| New | +$205K | 0.09% | 197 |
|
|
2020
Q1 | – | Sell |
-3,193
| Closed | -$220K | – | 272 |
|
|
2019
Q4 | $220K | Buy |
+3,193
| New | +$220K | 0.11% | 168 |
|