TRIA
Trail Ridge Investment Advisors’s Colgate-Palmolive CL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,685
| Closed | -$653K | – | 116 |
|
|
2023
Q1 | $653K | Hold |
8,685
| – | – | 0.43% | 61 |
|
|
2022
Q4 | $684K | Hold |
8,685
| – | – | 0.47% | 62 |
|
|
2022
Q3 | $648K | Hold |
8,685
| – | – | 0.43% | 67 |
|
|
2022
Q2 | $696K | Buy |
8,685
+200
| +2% | +$16K | 0.47% | 64 |
|
|
2022
Q1 | $643K | Hold |
8,485
| – | – | 0.39% | 72 |
|
|
2021
Q4 | $724K | Buy |
+8,485
| New | +$724K | 0.43% | 66 |
|