CLA (CliftonLarsonAllen) Wealth Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,003
| Closed | -$378K | – | 192 |
|
|
2021
Q3 | $378K | Sell |
5,003
-15
| -0.3% | -$1.13K | 0.01% | 254 |
|
|
2021
Q2 | $408K | Buy |
+5,018
| New | +$408K | 0.02% | 249 |
|
|
2017
Q4 | – | Sell |
-12,630
| Closed | -$920K | – | 129 |
|
|
2017
Q3 | $920K | Buy |
12,630
+272
| +2% | +$19.8K | 0.1% | 99 |
|
|
2017
Q2 | $916K | Buy |
12,358
+408
| +3% | +$30.2K | 0.1% | 95 |
|
|
2017
Q1 | $875K | Buy |
+11,950
| New | +$875K | 0.1% | 99 |
|