EWM
Elmwood Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-26
| Closed | -$2K | – | 139 |
|
|
2021
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 341 |
|
|
2021
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 301 |
|
|
2021
Q1 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 292 |
|
|
2020
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 232 |
|
|
2020
Q2 | $2K | Sell |
32
-107
| -77% | -$6.69K | ﹤0.01% | 232 |
|
|
2020
Q1 | $9.96K | Buy |
+139
| New | +$9.96K | 0.01% | 192 |
|
|
2019
Q4 | – | Sell |
-143
| Closed | -$11K | – | 111 |
|
|
2019
Q3 | $11K | Buy |
143
+1
| +0.7% | +$77 | 0.01% | 175 |
|
|
2019
Q2 | $10K | Buy |
142
+1
| +0.7% | +$70 | 0.01% | 192 |
|
|
2019
Q1 | $10K | Hold |
141
| – | – | 0.01% | 189 |
|
|
2018
Q4 | $8K | Buy |
141
+1
| +0.7% | +$57 | 0.01% | 202 |
|
|
2018
Q3 | $9.4K | Buy |
140
+1
| +0.7% | +$67 | 0.01% | 204 |
|
|
2018
Q2 | $9.05K | Hold |
139
| – | – | 0.01% | 203 |
|
|
2018
Q1 | $9.96K | Buy |
+139
| New | +$9.96K | 0.01% | 192 |
|