Winthrop Partners - WNY’s Colgate-Palmolive CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $333K | Sell |
4,530
-100
| -2% | -$7.35K | 0.23% | 83 |
|
|
2019
Q2 | $332K | Sell |
4,630
-600
| -11% | -$43K | 0.25% | 81 |
|
|
2019
Q1 | $357K | Sell |
5,230
-1,270
| -20% | -$86.7K | 0.28% | 78 |
|
|
2018
Q4 | $387K | Sell |
6,500
-650
| -9% | -$38.7K | 0.36% | 69 |
|
|
2018
Q3 | $479K | Sell |
7,150
-1,450
| -17% | -$97.1K | 0.39% | 70 |
|
|
2018
Q2 | $557K | Sell |
8,600
-1,200
| -12% | -$77.8K | 0.46% | 64 |
|
|
2018
Q1 | $700K | Hold |
9,800
| – | – | 0.54% | 55 |
|
|
2017
Q4 | $698K | Buy |
+9,800
| New | +$698K | 0.57% | 57 |
|