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Safir Wealth Advisors’s Colgate-Palmolive CL Stock Holding History

Safir Wealth Advisors’s Portfolio CL Stock Details CL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,810
Closed -$212K – 13
2021
Q3 		$212K Hold
2,810
– – 0.18% 12
2021
Q2 		$229K Hold
2,810
– – 0.19% 12
2021
Q1 		$222K Hold
2,810
– – 0.2% 12
2020
Q4 		$240K Buy
+2,810
New +$240K 0.22% 12