HGWM
Harvest Group Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,873
| Closed | -$246K | – | 155 |
|
|
2020
Q4 | $246K | Buy |
2,873
+5
| +0.2% | +$428 | 0.15% | 35 |
|
|
2020
Q3 | $221K | Buy |
2,868
+4
| +0.1% | +$308 | 0.15% | 33 |
|
|
2020
Q2 | $209K | Sell |
2,864
-380
| -12% | -$27.7K | 0.17% | 32 |
|
|
2020
Q1 | $215K | Buy |
3,244
+6
| +0.2% | +$398 | 0.22% | 31 |
|
|
2019
Q4 | $222K | Sell |
3,238
-387
| -11% | -$26.5K | 0.19% | 30 |
|
|
2019
Q3 | $266K | Buy |
3,625
+20
| +0.6% | +$1.47K | 0.33% | 21 |
|
|
2019
Q2 | $258K | Buy |
3,605
+18
| +0.5% | +$1.29K | 0.33% | 21 |
|
|
2019
Q1 | $246K | Buy |
3,587
+20
| +0.6% | +$1.37K | 0.23% | 31 |
|
|
2018
Q4 | $212K | Buy |
+3,567
| New | +$212K | 0.27% | 29 |
|
|
2018
Q2 | – | Sell |
-3,505
| Closed | -$251K | – | 36 |
|
|
2018
Q1 | $251K | Buy |
3,505
+17
| +0.5% | +$1.22K | 0.17% | 41 |
|
|
2017
Q4 | $263K | Buy |
+3,488
| New | +$263K | 0.16% | 42 |
|