WealthPLAN Partners’s Church & Dwight Co CHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,315
| Closed | -$132K | – | 440 |
|
|
2023
Q2 | $132K | Hold |
1,315
| – | – | 0.02% | 351 |
|
|
2023
Q1 | $116K | Buy |
+1,315
| New | +$116K | 0.01% | 391 |
|
|
2017
Q2 | – | Sell |
-10,808
| Closed | -$536K | – | 217 |
|
|
2017
Q1 | $536K | Buy |
+10,808
| New | +$536K | 1.86% | 9 |
|
|
2016
Q3 | $1.1M | Sell |
23,766
-27,006
| -53% | -$1.25M | 0.36% | 49 |
|
|
2016
Q2 | $1.26M | Buy |
+50,772
| New | +$1.26M | 0.16% | 102 |
|
|
2015
Q4 | $1.19M | Buy |
+83,972
| New | +$1.19M | 0.19% | 85 |
|
|
2015
Q2 | $1.23M | Buy |
30,394
+154
| +0.5% | +$6.25K | 0.54% | 28 |
|
|
2015
Q1 | $1.29M | Buy |
+30,240
| New | +$1.29M | 0.6% | 36 |
|