AOWM
Alpha Omega Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,318
| Closed | -$210K | – | 202 |
|
|
2023
Q2 | $210K | Hold |
1,318
| – | – | 0.04% | 197 |
|
|
2023
Q1 | $209K | Buy |
+1,318
| New | +$209K | 0.04% | 202 |
|
|
2022
Q2 | – | Sell |
-1,446
| Closed | -$201K | – | 211 |
|
|
2022
Q1 | $201K | Sell |
1,446
-185
| -11% | -$25.7K | 0.03% | 215 |
|
|
2021
Q4 | $298K | Buy |
1,631
+21
| +1% | +$3.84K | 0.05% | 189 |
|
|
2021
Q3 | $267K | Buy |
+1,610
| New | +$267K | 0.04% | 188 |
|
|
2019
Q3 | – | Sell |
-710
| Closed | -$109K | – | 272 |
|
|
2019
Q2 | $109K | Buy |
710
+300
| +73% | +$46.1K | 0.05% | 188 |
|
|
2019
Q1 | $66K | Hold |
410
| – | – | 0.03% | 216 |
|
|
2018
Q4 | $63K | Hold |
410
| – | – | 0.03% | 205 |
|
|
2018
Q3 | $62K | Hold |
410
| – | – | 0.03% | 211 |
|
|
2018
Q2 | $55K | Sell |
410
-5
| -1% | -$671 | 0.03% | 219 |
|
|
2018
Q1 | $55K | Hold |
415
| – | – | 0.03% | 207 |
|
|
2017
Q4 | $62K | Hold |
415
| – | – | 0.03% | 203 |
|
|
2017
Q3 | $55K | Hold |
415
| – | – | 0.03% | 219 |
|
|
2017
Q2 | $55K | Hold |
415
| – | – | 0.03% | 220 |
|
|
2017
Q1 | $56K | Hold |
415
| – | – | 0.03% | 219 |
|
|
2016
Q4 | $50K | Hold |
415
| – | – | 0.03% | 230 |
|
|
2016
Q3 | $52K | Hold |
415
| – | – | 0.04% | 105 |
|
|
2016
Q2 | $57K | Hold |
415
| – | – | 0.05% | 107 |
|
|
2016
Q1 | $52K | Hold |
415
| – | – | 0.04% | 106 |
|
|
2015
Q4 | $53K | Buy |
+415
| New | +$53K | 0.05% | 103 |
|