PWA
Phoenix Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,220
| Closed | -$92K | – | 162 |
|
|
2021
Q3 | $92K | Hold |
1,220
| – | – | 0.07% | 153 |
|
|
2021
Q2 | $100K | Hold |
1,220
| – | – | 0.07% | 156 |
|
|
2021
Q1 | $96K | Hold |
1,220
| – | – | 0.07% | 158 |
|
|
2020
Q4 | $104K | Buy |
+1,220
| New | +$104K | 0.08% | 144 |
|