WDG
Wealth Dimensions Group’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,100
| Closed | -$402K | – | 135 |
|
|
2022
Q4 | $402K | Buy |
5,100
+2,086
| +69% | +$164K | 0.16% | 86 |
|
|
2022
Q3 | $212K | Hold |
3,014
| – | – | 0.1% | 112 |
|
|
2022
Q2 | $242K | Buy |
3,014
+2
| +0.1% | +$161 | 0.11% | 108 |
|
|
2022
Q1 | $228K | Buy |
3,012
+3
| +0.1% | +$227 | 0.11% | 122 |
|
|
2021
Q4 | $257K | Buy |
3,009
+302
| +11% | +$25.8K | 0.13% | 115 |
|
|
2021
Q3 | $205K | Buy |
+2,707
| New | +$205K | 0.13% | 123 |
|