AIA
Alera Investment Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $570K | Buy |
5,494
+167
| +3% | +$17.3K | 0.07% | 125 |
|
|
2024
Q2 | $517K | Sell |
5,327
-99
| -2% | -$9.61K | 0.06% | 127 |
|
|
2024
Q1 | $489K | Sell |
5,426
-131
| -2% | -$11.8K | 0.07% | 120 |
|
|
2023
Q4 | $443K | Buy |
+5,557
| New | +$443K | 0.06% | 123 |
|
|
2022
Q4 | – | Sell |
-3,704
| Closed | -$261K | – | 179 |
|
|
2022
Q3 | $261K | Buy |
3,704
+154
| +4% | +$10.9K | 0.07% | 152 |
|
|
2022
Q2 | $284K | Sell |
3,550
-839
| -19% | -$67.1K | 0.08% | 148 |
|
|
2022
Q1 | $333K | Buy |
+4,389
| New | +$333K | 0.08% | 138 |
|
|
2019
Q2 | – | Sell |
-422
| Closed | -$29K | – | 256 |
|
|
2019
Q1 | $29K | Buy |
422
+123
| +41% | +$8.45K | 0.01% | 227 |
|
|
2018
Q4 | $18K | Buy |
+299
| New | +$18K | 0.01% | 305 |
|