WA
Wheatland Advisors’s Colgate-Palmolive CL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-4,450
| Closed | -$306K | – | 49 |
|
2019
Q4 | $306K | Sell |
4,450
-2,450
| -36% | -$168K | 0.39% | 75 |
|
2019
Q3 | $507K | Hold |
6,900
| – | – | 0.46% | 69 |
|
2019
Q2 | $495K | Hold |
6,900
| – | – | 0.37% | 73 |
|
2019
Q1 | $473K | Hold |
6,900
| – | – | 0.36% | 73 |
|
2018
Q4 | $411K | Hold |
6,900
| – | – | 0.36% | 71 |
|
2018
Q3 | $462K | Hold |
6,900
| – | – | 0.35% | 73 |
|
2018
Q2 | $447K | Hold |
6,900
| – | – | 0.36% | 70 |
|
2018
Q1 | $495K | Hold |
6,900
| – | – | 0.41% | 68 |
|
2017
Q4 | $521K | Hold |
6,900
| – | – | 0.42% | 70 |
|
2017
Q3 | $503K | Hold |
6,900
| – | – | 0.43% | 69 |
|
2017
Q2 | $511K | Sell |
6,900
-600
| -8% | -$44.4K | 0.46% | 66 |
|
2017
Q1 | $549K | Hold |
7,500
| – | – | 0.49% | 61 |
|
2016
Q4 | $491K | Hold |
7,500
| – | – | 0.44% | 63 |
|
2016
Q3 | $556K | Hold |
7,500
| – | – | 0.52% | 58 |
|
2016
Q2 | $549K | Hold |
7,500
| – | – | 0.53% | 56 |
|
2016
Q1 | $530K | Sell |
7,500
-600
| -7% | -$42.4K | 0.54% | 56 |
|
2015
Q4 | $540K | Hold |
8,100
| – | – | 0.55% | 56 |
|
2015
Q3 | $514K | Hold |
8,100
| – | – | 0.56% | 57 |
|
2015
Q2 | $530K | Hold |
8,100
| – | – | 0.51% | 61 |
|
2015
Q1 | $562K | Hold |
8,100
| – | – | 0.56% | 58 |
|
2014
Q4 | $560K | Hold |
8,100
| – | – | 0.55% | 57 |
|
2014
Q3 | $528K | Sell |
8,100
-100
| -1% | -$6.52K | 0.53% | 57 |
|
2014
Q2 | $559K | Hold |
8,200
| – | – | 0.51% | 61 |
|
2014
Q1 | $532K | Hold |
8,200
| – | – | 0.54% | 57 |
|
2013
Q4 | $535K | Buy |
+8,200
| New | +$535K | 0.56% | 56 |
|