LWM
Lionsbridge Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-18,229
| Closed | -$1.48M | – | 55 |
|
|
2021
Q2 | $1.48M | Buy |
18,229
+3,010
| +20% | +$245K | 1.58% | 28 |
|
|
2021
Q1 | $1.2M | Buy |
15,219
+909
| +6% | +$71.6K | 1.17% | 39 |
|
|
2020
Q4 | $1.22M | Buy |
14,310
+301
| +2% | +$25.7K | 1.32% | 33 |
|
|
2020
Q3 | $1.08M | Buy |
14,009
+6
| +0% | +$463 | 1.3% | 30 |
|
|
2020
Q2 | $1.03M | Buy |
14,003
+78
| +0.6% | +$5.71K | 1.15% | 32 |
|
|
2020
Q1 | $924K | Sell |
13,925
-337
| -2% | -$22.4K | 1.11% | 26 |
|
|
2019
Q4 | $970K | Buy |
+14,262
| New | +$970K | 0.91% | 39 |
|