WOSD
WFA of San Diego’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-110
| Closed | -$8.48K | – | 407 |
|
|
2023
Q2 | $8.48K | Buy |
+110
| New | +$8.48K | 0.01% | 289 |
|
|
2023
Q1 | – | Sell |
-440
| Closed | -$34.7K | – | 117 |
|
|
2022
Q4 | $34.7K | Buy |
+440
| New | +$34.7K | 0.03% | 229 |
|
|
2022
Q3 | – | Sell |
-924
| Closed | -$74K | – | 131 |
|
|
2022
Q2 | $74K | Buy |
+924
| New | +$74K | 0.06% | 141 |
|