AmeriServ Wealth Advisors’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,149
| Closed | -$207K | – | 66 |
|
|
2021
Q2 | $207K | Sell |
1,149
-175
| -13% | -$31.5K | 0.16% | 66 |
|
|
2021
Q1 | $255K | Sell |
1,324
-110
| -8% | -$21.2K | 0.22% | 56 |
|
|
2020
Q4 | $290K | Buy |
+1,434
| New | +$290K | 0.29% | 53 |
|
|
2019
Q3 | $227K | Hold |
1,494
| – | – | 0.31% | 55 |
|
|
2019
Q2 | $229K | Sell |
1,494
-10
| -0.7% | -$1.53K | 0.3% | 60 |
|
|
2019
Q1 | $241K | Sell |
1,504
-22
| -1% | -$3.53K | 0.5% | 53 |
|
|
2018
Q4 | $235K | Hold |
1,526
| – | – | 0.6% | 55 |
|
|
2018
Q3 | $230K | Sell |
1,526
-60
| -4% | -$9.04K | 0.29% | 63 |
|
|
2018
Q2 | $215K | Sell |
1,586
-105
| -6% | -$14.2K | 0.29% | 65 |
|
|
2018
Q1 | $225K | Sell |
1,691
-50
| -3% | -$6.65K | 0.25% | 66 |
|
|
2017
Q4 | $243K | Buy |
+1,741
| New | +$243K | 0.23% | 61 |
|
|
2016
Q4 | – | Sell |
-1,776
| Closed | -$222K | – | 43 |
|
|
2016
Q3 | $222K | Buy |
+1,776
| New | +$222K | 0.28% | 58 |
|
|
2015
Q4 | – | Sell |
-2,226
| Closed | -$257K | – | 34 |
|
|
2015
Q3 | $257K | Sell |
2,226
-53
| -2% | -$6.12K | 0.49% | 48 |
|
|
2015
Q2 | $237K | Sell |
2,279
-2,325
| -50% | -$242K | 0.28% | 75 |
|
|
2015
Q1 | $508K | Sell |
4,604
-130
| -3% | -$14.3K | 0.59% | 39 |
|
|
2014
Q4 | $493K | Buy |
4,734
+40
| +0.9% | +$4.17K | 0.48% | 56 |
|
|
2014
Q3 | $451K | Hold |
4,694
| – | – | 0.78% | 48 |
|
|
2014
Q2 | $429K | Sell |
4,694
-25
| -0.5% | -$2.29K | 0.46% | 58 |
|
|
2014
Q1 | $415K | Sell |
4,719
-2,763
| -37% | -$243K | 0.42% | 69 |
|
|
2013
Q4 | $694K | Buy |
7,482
+955
| +15% | +$88.6K | 0.41% | 72 |
|
|
2013
Q3 | $533K | Buy |
6,527
+834
| +15% | +$68.1K | 0.34% | 90 |
|
|
2013
Q2 | $474K | Buy |
+5,693
| New | +$474K | 0.31% | 94 |
|