EWM
EPG Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,522
| Closed | -$227K | – | 449 |
|
|
2024
Q1 | $227K | Buy |
2,522
+2
| +0.1% | +$180 | 0.06% | 243 |
|
|
2023
Q4 | $210K | Buy |
+2,520
| New | +$210K | 0.06% | 235 |
|
|
2023
Q1 | – | Sell |
-2,640
| Closed | -$208K | – | 414 |
|
|
2022
Q4 | $208K | Buy |
+2,640
| New | +$208K | 0.08% | 208 |
|
|
2022
Q3 | – | Sell |
-2,654
| Closed | -$213K | – | 382 |
|
|
2022
Q2 | $213K | Buy |
2,654
+19
| +0.7% | +$1.53K | 0.09% | 203 |
|
|
2022
Q1 | $200K | Buy |
+2,635
| New | +$200K | 0.07% | 237 |
|
|
2020
Q2 | – | Sell |
-465
| Closed | -$31K | – | 237 |
|
|
2020
Q1 | $31K | Buy |
465
+1
| +0.2% | +$67 | 0.02% | 337 |
|
|
2019
Q4 | $32K | Buy |
+464
| New | +$32K | 0.02% | 282 |
|