WealthSource Partners’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,661
| Closed | -$425K | – | 500 |
|
|
2023
Q1 | $425K | Buy |
5,661
+88
| +2% | +$6.61K | 0.03% | 341 |
|
|
2022
Q4 | $439K | Buy |
5,573
+920
| +20% | +$72.5K | 0.03% | 324 |
|
|
2022
Q3 | $327K | Buy |
4,653
+442
| +10% | +$31.1K | 0.02% | 376 |
|
|
2022
Q2 | $337K | Sell |
4,211
-291
| -6% | -$23.3K | 0.02% | 374 |
|
|
2022
Q1 | $341K | Buy |
4,502
+197
| +5% | +$14.9K | 0.02% | 423 |
|
|
2021
Q4 | $367K | Sell |
4,305
-934
| -18% | -$79.6K | 0.03% | 373 |
|
|
2021
Q3 | $396K | Buy |
5,239
+799
| +18% | +$60.4K | 0.03% | 329 |
|
|
2021
Q2 | $361K | Buy |
4,440
+920
| +26% | +$74.8K | 0.03% | 326 |
|
|
2021
Q1 | $277K | Buy |
3,520
+978
| +38% | +$77K | 0.03% | 347 |
|
|
2020
Q4 | $217K | Sell |
2,542
-1,882
| -43% | -$161K | 0.03% | 346 |
|
|
2020
Q3 | $341K | Buy |
+4,424
| New | +$341K | 0.05% | 241 |
|