AWM
Altavista Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,828
| Closed | -$279K | – | 146 |
|
|
2017
Q3 | $279K | Buy |
+3,828
| New | +$279K | 0.13% | 117 |
|
|
2017
Q1 | – | Sell |
-3,425
| Closed | -$224K | – | 128 |
|
|
2016
Q4 | $224K | Sell |
3,425
-317
| -8% | -$20.7K | 0.12% | 120 |
|
|
2016
Q3 | $277K | Buy |
3,742
+1
| +0% | +$74 | 0.15% | 111 |
|
|
2016
Q2 | $274K | Sell |
3,741
-59
| -2% | -$4.32K | 0.15% | 109 |
|
|
2016
Q1 | $268K | Buy |
+3,800
| New | +$268K | 0.15% | 105 |
|
|
2014
Q4 | – | Sell |
-3,852
| Closed | -$251K | – | 112 |
|
|
2014
Q3 | $251K | Sell |
3,852
-200
| -5% | -$13K | 0.16% | 97 |
|
|
2014
Q2 | $276K | Sell |
4,052
-1,200
| -23% | -$81.7K | 0.17% | 98 |
|
|
2014
Q1 | $341K | Sell |
5,252
-300
| -5% | -$19.5K | 0.21% | 91 |
|
|
2013
Q4 | $362K | Sell |
5,552
-420
| -7% | -$27.4K | 0.22% | 87 |
|
|
2013
Q3 | $354K | Sell |
5,972
-1,090
| -15% | -$64.6K | 0.23% | 86 |
|
|
2013
Q2 | $405K | Buy |
+7,062
| New | +$405K | 0.27% | 76 |
|