TW
Transform Wealth’s Church & Dwight Co CHD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-3,247
| Closed | -$323K | – | 203 |
|
2022
Q1 | $323K | Hold |
3,247
| – | – | 0.04% | 198 |
|
2021
Q4 | $333K | Sell |
3,247
-235
| -7% | -$24.1K | 0.03% | 184 |
|
2021
Q3 | $288K | Sell |
3,482
-22
| -0.6% | -$1.82K | 0.03% | 195 |
|
2021
Q2 | $299K | Sell |
3,504
-945
| -21% | -$80.6K | 0.04% | 202 |
|
2021
Q1 | $389K | Sell |
4,449
-454
| -9% | -$39.7K | 0.08% | 174 |
|
2020
Q4 | $428K | Sell |
4,903
-779
| -14% | -$68K | 0.09% | 159 |
|
2020
Q3 | $532K | Sell |
5,682
-492
| -8% | -$46.1K | 0.09% | 142 |
|
2020
Q2 | $477K | Sell |
6,174
-23,043
| -79% | -$1.78M | 0.08% | 154 |
|
2020
Q1 | $1.88M | Buy |
29,217
+2,303
| +9% | +$148K | 0.4% | 85 |
|
2019
Q4 | $1.89M | Buy |
26,914
+4,532
| +20% | +$319K | 0.3% | 95 |
|
2019
Q3 | $1.68M | Buy |
22,382
+399
| +2% | +$30K | 0.3% | 97 |
|
2019
Q2 | $1.61M | Sell |
21,983
-312
| -1% | -$22.8K | 0.24% | 105 |
|
2019
Q1 | $1.59M | Buy |
22,295
+751
| +3% | +$53.5K | 0.3% | 99 |
|
2018
Q4 | $1.42M | Sell |
21,544
-681
| -3% | -$44.8K | 0.29% | 98 |
|
2018
Q3 | $1.32M | Buy |
22,225
+1,803
| +9% | +$107K | 0.23% | 108 |
|
2018
Q2 | $1.09M | Buy |
20,422
+885
| +5% | +$47.1K | 0.2% | 128 |
|
2018
Q1 | $984K | Sell |
19,537
-140
| -0.7% | -$7.05K | 0.19% | 140 |
|
2017
Q4 | $987K | Buy |
19,677
+955
| +5% | +$47.9K | 0.18% | 149 |
|
2017
Q3 | $907K | Buy |
18,722
+126
| +0.7% | +$6.1K | 0.32% | 108 |
|
2017
Q2 | $965K | Buy |
18,596
+3,618
| +24% | +$188K | 1.09% | 37 |
|
2017
Q1 | $747K | Buy |
14,978
+184
| +1% | +$9.18K | 0.28% | 129 |
|
2016
Q4 | $654K | Buy |
14,794
+1,150
| +8% | +$50.8K | 0.26% | 130 |
|
2016
Q3 | $654K | Buy |
13,644
+5,154
| +61% | +$247K | 0.28% | 114 |
|
2016
Q2 | $874K | Buy |
+8,490
| New | +$874K | 0.37% | 98 |
|