CWS
Cypress Wealth Services’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,420
| Closed | -$204K | – | 261 |
|
|
2018
Q4 | $204K | Sell |
3,420
-1,087
| -24% | -$64.8K | 0.08% | 196 |
|
|
2018
Q3 | $302K | Sell |
4,507
-53
| -1% | -$3.55K | 0.11% | 163 |
|
|
2018
Q2 | $296K | Buy |
+4,560
| New | +$296K | 0.11% | 162 |
|
|
2018
Q1 | – | Sell |
-2,948
| Closed | -$222K | – | 197 |
|
|
2017
Q4 | $222K | Buy |
+2,948
| New | +$222K | 0.09% | 181 |
|