Transform Wealth’s Colgate-Palmolive CL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-2,790	Closed	-$215K	–	202
2020 Q3	$215K	Hold	2,790	–	–	0.03%	200
2020 Q2	$204K	Buy	+2,790	New	+$204K	0.03%	212
2019 Q4	–	Sell	-2,891	Closed	-$212K	–	228
2019 Q3	$212K	Sell	2,891 -1	-0%	-$73	0.04%	199
2019 Q2	$207K	Sell	2,892 -198	-6%	-$14.2K	0.03%	222
2019 Q1	$212K	Sell	3,090 -614	-17%	-$42.1K	0.04%	154
2018 Q4	$220K	Sell	3,704 -100	-3%	-$5.94K	0.05%	164
2018 Q3	$255K	Sell	3,804 -3,283	-46%	-$220K	0.04%	171
2018 Q2	$459K	Sell	7,087 -2,167	-23%	-$140K	0.08%	158
2018 Q1	$663K	Sell	9,254 -857	-8%	-$61.4K	0.13%	163
2017 Q4	$763K	Hold	10,111	–	–	0.14%	165
2017 Q3	$737K	Sell	10,111 -11,039	-52%	-$805K	0.26%	124
2017 Q2	$1.57M	Buy	21,150 +1,155	+6%	+$85.6K	1.77%	17
2017 Q1	$1.46M	Sell	19,995 -145	-0.7%	-$10.6K	0.55%	54
2016 Q4	$1.32M	Buy	20,140 +1,804	+10%	+$118K	0.52%	60
2016 Q3	$1.36M	Sell	18,336 -1,339	-7%	-$99.2K	0.58%	55
2016 Q2	$1.44M	Buy	+19,675	New	+$1.44M	0.61%	53