CWM
Curi Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-16
| Closed | -$1K | – | 283 |
|
|
2022
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 550 |
|
|
2022
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 474 |
|
|
2021
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 437 |
|
|
2021
Q1 | – | Sell |
-11
| Closed | – | – | 168 |
|
|
2020
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 407 |
|