Wealthstreet Investment Advisors’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 |
-854
| Closed | -$69K | – | 74 |
|
|
2021
Q2 | $69K | Sell |
854
-85,832
| -99% | -$6.93M | 0.36% | 54 |
|
|
2021
Q1 | $6.83M | Sell |
86,686
-713
| -0.8% | -$56.2K | 0.67% | 37 |
|
|
2020
Q4 | $7.47M | Sell |
87,399
-466
| -0.5% | -$39.8K | 0.76% | 31 |
|
|
2020
Q3 | $6.78M | Sell |
87,865
-100
| -0.1% | -$7.72K | 0.76% | 32 |
|
|
2020
Q2 | $6.45M | Sell |
87,965
-8,883
| -9% | -$651K | 0.79% | 34 |
|
|
2020
Q1 | $6.43M | Sell |
96,848
-6,603
| -6% | -$438K | 0.95% | 28 |
|
|
2019
Q4 | $7.12M | Sell |
103,451
-4,400
| -4% | -$303K | 0.83% | 33 |
|
|
2019
Q3 | $7.33M | Sell |
107,851
-2,023
| -2% | -$137K | 0.94% | 28 |
|
|
2019
Q2 | $7.88M | Buy |
109,874
+557
| +0.5% | +$39.9K | 1.02% | 24 |
|
|
2019
Q1 | $7.49M | Sell |
109,317
-2,500
| -2% | -$171K | 0.99% | 24 |
|
|
2018
Q4 | $7.02M | Sell |
111,817
-6,076
| -5% | -$381K | 0.98% | 26 |
|
|
2018
Q3 | $7.89M | Sell |
117,893
-3,200
| -3% | -$214K | 0.97% | 23 |
|
|
2018
Q2 | $7.85M | Sell |
121,093
-245
| -0.2% | -$15.9K | 1.04% | 22 |
|
|
2018
Q1 | $8.7M | Sell |
121,338
-1,735
| -1% | -$124K | 1.09% | 21 |
|
|
2017
Q4 | $9.29M | Buy |
+123,073
| New | +$9.29M | 1.12% | 20 |
|