CPWMP
Cardinal Point Wealth Management Partners’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $384K | Hold |
5,110
| – | – | 0.12% | 58 |
|
|
2022
Q4 | $403K | Hold |
5,110
| – | – | 0.14% | 46 |
|
|
2022
Q3 | $353K | Hold |
5,110
| – | – | 0.17% | 36 |
|
|
2022
Q2 | $410K | Buy |
5,110
+556
| +12% | +$44.6K | 0.2% | 35 |
|
|
2022
Q1 | $345K | Hold |
4,554
| – | – | 0.15% | 36 |
|
|
2021
Q4 | $389K | Buy |
+4,554
| New | +$389K | 0.17% | 36 |
|