SWM
SVA Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $232K | Sell |
2,711
-28
| -1% | -$2.4K | 0.02% | 217 |
|
|
2020
Q3 | $211K | Buy |
+2,739
| New | +$211K | 0.02% | 201 |
|
|
2019
Q4 | – | Sell |
-2,773
| Closed | -$204K | – | 207 |
|
|
2019
Q3 | $204K | Buy |
+2,773
| New | +$204K | 0.02% | 196 |
|
|
2018
Q2 | – | Sell |
-3,652
| Closed | -$266K | – | 215 |
|
|
2018
Q1 | $266K | Buy |
3,652
+910
| +33% | +$66.3K | 0.03% | 187 |
|
|
2017
Q4 | $207K | Sell |
2,742
-910
| -25% | -$68.7K | 0.02% | 198 |
|
|
2017
Q3 | $266K | Buy |
3,652
+71
| +2% | +$5.17K | 0.03% | 187 |
|
|
2017
Q2 | $265K | Buy |
+3,581
| New | +$265K | 0.03% | 179 |
|