WESPAC Advisors SoCal’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,298
| Closed | -$226K | – | 122 |
|
|
2019
Q1 | $226K | Hold |
3,298
| – | – | 0.13% | 83 |
|
|
2018
Q4 | $196K | Hold |
3,298
| – | – | 0.12% | 77 |
|
|
2018
Q3 | $220K | Sell |
3,298
-300
| -8% | -$20K | 0.11% | 83 |
|
|
2018
Q2 | $233K | Buy |
3,598
+300
| +9% | +$19.4K | 0.13% | 78 |
|
|
2018
Q1 | $236K | Sell |
3,298
-50
| -1% | -$3.58K | 0.14% | 76 |
|
|
2017
Q4 | $252K | Buy |
3,348
+273
| +9% | +$20.5K | 0.14% | 74 |
|
|
2017
Q3 | $224K | Sell |
3,075
-50
| -2% | -$3.64K | 0.13% | 79 |
|
|
2017
Q2 | $231K | Hold |
3,125
| – | – | 0.15% | 74 |
|
|
2017
Q1 | $229K | Sell |
3,125
-425
| -12% | -$31.1K | 0.14% | 77 |
|
|
2016
Q4 | $232K | Sell |
3,550
-500
| -12% | -$32.7K | 0.15% | 78 |
|
|
2016
Q3 | $300K | Buy |
4,050
+125
| +3% | +$9.27K | 0.2% | 68 |
|
|
2016
Q2 | $287K | Sell |
3,925
-100
| -2% | -$7.32K | 0.19% | 70 |
|
|
2016
Q1 | $284K | Buy |
4,025
+550
| +16% | +$38.9K | 0.21% | 66 |
|
|
2015
Q4 | $231K | Buy |
+3,475
| New | +$231K | 0.15% | 76 |
|