CWA
Core 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 |
-404
| Closed | -$36.4K | – | 85 |
|
|
2024
Q1 | $36.4K | Hold |
404
| – | – | 0.01% | 113 |
|
|
2023
Q4 | $32.2K | Buy |
404
+146
| +57% | +$11.6K | 0.01% | 113 |
|
|
2023
Q3 | $18.3K | Hold |
258
| – | – | 0.01% | 114 |
|
|
2023
Q2 | $19.9K | Sell |
258
-300
| -54% | -$23.1K | 0.01% | 115 |
|
|
2023
Q1 | $41.9K | Hold |
558
| – | – | 0.02% | 86 |
|
|
2022
Q4 | $44K | Hold |
558
| – | – | 0.02% | 84 |
|
|
2022
Q3 | $39K | Hold |
558
| – | – | 0.02% | 75 |
|
|
2022
Q2 | $45K | Hold |
558
| – | – | 0.03% | 74 |
|
|
2022
Q1 | $42K | Hold |
558
| – | – | 0.02% | 85 |
|
|
2021
Q4 | $48K | Hold |
558
| – | – | 0.03% | 90 |
|
|
2021
Q3 | $42K | Hold |
558
| – | – | 0.03% | 85 |
|
|
2021
Q2 | $45K | Hold |
558
| – | – | 0.03% | 75 |
|
|
2021
Q1 | $44K | Hold |
558
| – | – | 0.04% | 63 |
|
|
2020
Q4 | $48K | Sell |
558
-62
| -10% | -$5.33K | 0.04% | 54 |
|
|
2020
Q3 | $48K | Sell |
620
-100
| -14% | -$7.74K | 0.04% | 52 |
|
|
2020
Q2 | $53K | Sell |
720
-38
| -5% | -$2.8K | 0.05% | 54 |
|
|
2020
Q1 | $50K | Buy |
758
+38
| +5% | +$2.51K | 0.04% | 53 |
|
|
2019
Q4 | $50K | Buy |
+720
| New | +$50K | 0.03% | 50 |
|