AWS
Aris Wealth Services’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $139K | Sell |
2,197
-3,109
| -59% | -$197K | 0.29% | 49 |
|
|
2015
Q2 | $347K | Buy |
5,306
+774
| +17% | +$50.6K | 0.32% | 81 |
|
|
2015
Q1 | $314K | Sell |
4,532
-592
| -12% | -$41K | 0.29% | 82 |
|
|
2014
Q4 | $355K | Buy |
5,124
+1,837
| +56% | +$127K | 0.4% | 83 |
|
|
2014
Q3 | $214K | Sell |
3,287
-191
| -5% | -$12.4K | 0.27% | 94 |
|
|
2014
Q2 | $237K | Sell |
3,478
-524
| -13% | -$35.7K | 0.31% | 90 |
|
|
2014
Q1 | $260K | Sell |
4,002
-2,305
| -37% | -$150K | 0.38% | 80 |
|
|
2013
Q4 | $411K | Sell |
6,307
-3,930
| -38% | -$256K | 0.69% | 53 |
|
|
2013
Q3 | $607K | Buy |
10,237
+532
| +5% | +$31.5K | 1.11% | 22 |
|
|
2013
Q2 | $556K | Buy |
+9,705
| New | +$556K | 1.19% | 14 |
|