WLPWM
Walled Lake Planning & Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-300
| Closed | -$23K | – | 138 |
|
|
2021
Q3 | $23K | Buy |
300
+121
| +68% | +$9.28K | 0.01% | 209 |
|
|
2021
Q2 | $15K | Hold |
179
| – | – | 0.01% | 223 |
|
|
2021
Q1 | $14K | Hold |
179
| – | – | 0.01% | 220 |
|
|
2020
Q4 | $15K | Hold |
179
| – | – | 0.01% | 194 |
|
|
2020
Q3 | $14K | Hold |
179
| – | – | 0.01% | 196 |
|
|
2020
Q2 | $13K | Hold |
179
| – | – | 0.01% | 181 |
|
|
2020
Q1 | $12K | Sell |
179
-171
| -49% | -$11.5K | 0.01% | 176 |
|
|
2019
Q4 | $24K | Buy |
+350
| New | +$24K | 0.02% | 153 |
|