CWA
Clearview Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,682
| Closed | -$242K | – | 99 |
|
|
2024
Q1 | $242K | Sell |
2,682
-8,119
| -75% | -$731K | 0.25% | 95 |
|
|
2023
Q4 | $861K | Sell |
10,801
-406
| -4% | -$32.4K | 1% | 31 |
|
|
2023
Q3 | $797K | Buy |
11,207
+865
| +8% | +$61.5K | 0.99% | 32 |
|
|
2023
Q2 | $797K | Buy |
10,342
+389
| +4% | +$30K | 0.81% | 35 |
|
|
2023
Q1 | $748K | Buy |
+9,953
| New | +$748K | 0.76% | 35 |
|