WFG Advisors’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $876K | Buy |
11,816
+553
| +5% | +$41K | 0.2% | 120 |
|
|
2017
Q1 | $824K | Sell |
11,263
-735
| -6% | -$53.8K | 0.22% | 109 |
|
|
2016
Q4 | $785K | Sell |
11,998
-809
| -6% | -$52.9K | 0.19% | 133 |
|
|
2016
Q3 | $950K | Sell |
12,807
-238
| -2% | -$17.7K | 0.24% | 104 |
|
|
2016
Q2 | $955K | Buy |
13,045
+755
| +6% | +$55.3K | 0.25% | 100 |
|
|
2016
Q1 | $868K | Sell |
12,290
-291
| -2% | -$20.6K | 0.25% | 99 |
|
|
2015
Q4 | $838K | Buy |
12,581
+1,477
| +13% | +$98.4K | 0.25% | 98 |
|
|
2015
Q3 | $705K | Buy |
11,104
+456
| +4% | +$29K | 0.22% | 104 |
|
|
2015
Q2 | $696K | Sell |
10,648
-4,691
| -31% | -$307K | 0.19% | 123 |
|
|
2015
Q1 | $1.06M | Sell |
15,339
-4,003
| -21% | -$278K | 0.3% | 72 |
|
|
2014
Q4 | $1.34M | Sell |
19,342
-1,322
| -6% | -$91.5K | 0.27% | 75 |
|
|
2014
Q3 | $1.35M | Buy |
20,664
+221
| +1% | +$14.4K | 0.26% | 88 |
|
|
2014
Q2 | $1.39M | Buy |
20,443
+344
| +2% | +$23.5K | 0.26% | 82 |
|
|
2014
Q1 | $1.3M | Sell |
20,099
-4,103
| -17% | -$266K | 0.26% | 80 |
|
|
2013
Q4 | $1.58M | Sell |
24,202
-87
| -0.4% | -$5.67K | 0.22% | 110 |
|
|
2013
Q3 | $1.44M | Sell |
24,289
-5,819
| -19% | -$345K | 0.22% | 106 |
|
|
2013
Q2 | $1.73M | Buy |
+30,108
| New | +$1.73M | 0.29% | 81 |
|