MRWM
ML&R Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,822
| Closed | -$380K | – | 73 |
|
|
2022
Q4 | $380K | Hold |
4,822
| – | – | 0.11% | 37 |
|
|
2022
Q3 | $339K | Hold |
4,822
| – | – | 0.11% | 46 |
|
|
2022
Q2 | $386K | Buy |
4,822
+2
| +0% | +$160 | 0.17% | 29 |
|
|
2022
Q1 | $366K | Buy |
4,820
+20
| +0.4% | +$1.52K | 0.14% | 34 |
|
|
2021
Q4 | $410K | Buy |
+4,800
| New | +$410K | 0.15% | 30 |
|