AWM
Aevitas Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $795K | Buy |
5,666
+6
| +0.1% | +$842 | 0.47% | 51 |
|
|
2022
Q3 | $727K | Sell |
5,660
-132
| -2% | -$17K | 0.55% | 49 |
|
|
2022
Q2 | $817K | Sell |
5,792
-43
| -0.7% | -$6.07K | 0.55% | 51 |
|
|
2022
Q1 | $811K | Sell |
5,835
-2,690
| -32% | -$374K | 0.5% | 57 |
|
|
2021
Q4 | $1.49M | Sell |
8,525
-688
| -7% | -$120K | 0.89% | 31 |
|
|
2021
Q3 | $1.53M | Buy |
9,213
+14
| +0.2% | +$2.32K | 0.97% | 28 |
|
|
2021
Q2 | $1.66M | Buy |
9,199
+16
| +0.2% | +$2.88K | 1.06% | 26 |
|
|
2021
Q1 | $1.77M | Buy |
9,183
+12
| +0.1% | +$2.31K | 1.24% | 21 |
|
|
2020
Q4 | $1.85M | Sell |
9,171
-40
| -0.4% | -$8.08K | 1.36% | 18 |
|
|
2020
Q3 | $1.94M | Buy |
9,211
+8
| +0.1% | +$1.68K | 1.59% | 11 |
|
|
2020
Q2 | $2.02M | Buy |
9,203
+8
| +0.1% | +$1.76K | 1.87% | 9 |
|
|
2020
Q1 | $1.59M | Buy |
9,195
+9
| +0.1% | +$1.56K | 1.78% | 14 |
|
|
2019
Q4 | $1.41M | Sell |
9,186
-37
| -0.4% | -$5.68K | 1.33% | 22 |
|
|
2019
Q3 | $1.4M | Sell |
9,223
-141
| -2% | -$21.4K | 1.4% | 23 |
|
|
2019
Q2 | $1.43M | Sell |
9,364
-343
| -4% | -$52.5K | 1.44% | 22 |
|
|
2019
Q1 | $1.56M | Buy |
9,707
+9
| +0.1% | +$1.44K | 1.39% | 18 |
|
|
2018
Q4 | $1.5M | Sell |
9,698
-192
| -2% | -$29.6K | 1.53% | 15 |
|
|
2018
Q3 | $1.49M | Sell |
9,890
-42
| -0.4% | -$6.32K | 1.35% | 17 |
|
|
2018
Q2 | $1.34M | Sell |
9,932
-190
| -2% | -$25.7K | 1.31% | 19 |
|
|
2018
Q1 | $1.35M | Sell |
10,122
-346
| -3% | -$46K | 1.35% | 20 |
|
|
2017
Q4 | $1.56M | Buy |
+10,468
| New | +$1.56M | 1.48% | 18 |
|