LWP
Lumature Wealth Partners’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $319K | Sell |
4,138
-29
| -0.7% | -$2.23K | 0.19% | 100 |
|
|
2023
Q1 | $313K | Buy |
4,167
+138
| +3% | +$10.4K | 0.18% | 96 |
|
|
2022
Q4 | $317K | Sell |
4,029
-170
| -4% | -$13.4K | 0.18% | 98 |
|
|
2022
Q3 | $295K | Buy |
4,199
+135
| +3% | +$9.48K | 0.16% | 103 |
|
|
2022
Q2 | $326K | Buy |
4,064
+354
| +10% | +$28.4K | 0.15% | 109 |
|
|
2022
Q1 | $281K | Buy |
3,710
+2,964
| +397% | +$224K | 0.11% | 126 |
|
|
2021
Q4 | $64K | Hold |
746
| – | – | 0.02% | 213 |
|
|
2021
Q3 | $56K | Hold |
746
| – | – | 0.02% | 226 |
|
|
2021
Q2 | $61K | Hold |
746
| – | – | 0.03% | 221 |
|
|
2021
Q1 | $59K | Buy |
+746
| New | +$59K | 0.03% | 217 |
|