LWM
LBA Wealth Management’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $248K | Sell |
3,388
-1,050
| -24% | -$76.9K | 0.13% | 94 |
|
|
2016
Q4 | $290K | Buy |
4,438
+100
| +2% | +$6.53K | 0.16% | 84 |
|
|
2016
Q3 | $322K | Hold |
4,338
| – | – | 0.18% | 88 |
|
|
2016
Q2 | $318K | Hold |
4,338
| – | – | 0.18% | 85 |
|
|
2016
Q1 | $306K | Sell |
4,338
-125
| -3% | -$8.82K | 0.18% | 91 |
|
|
2015
Q4 | $297K | Sell |
4,463
-965
| -18% | -$64.2K | 0.17% | 93 |
|
|
2015
Q3 | $344K | Buy |
5,428
+520
| +11% | +$33K | 0.22% | 83 |
|
|
2015
Q2 | $321K | Sell |
4,908
-500
| -9% | -$32.7K | 0.2% | 82 |
|
|
2015
Q1 | $375K | Hold |
5,408
| – | – | 0.24% | 70 |
|
|
2014
Q4 | $374K | Sell |
5,408
-1,250
| -19% | -$86.4K | 0.25% | 59 |
|
|
2014
Q3 | $434K | Sell |
6,658
-500
| -7% | -$32.6K | 0.3% | 50 |
|
|
2014
Q2 | $488K | Hold |
7,158
| – | – | 0.4% | 47 |
|
|
2014
Q1 | $464K | Sell |
7,158
-520
| -7% | -$33.7K | 0.38% | 50 |
|
|
2013
Q4 | $501K | Buy |
+7,678
| New | +$501K | 0.41% | 48 |
|