AWM
Aviso Wealth Management’s Clorox CLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,151
| Closed | -$350K | – | 145 |
|
2024
Q3 | $350K | Sell |
2,151
-79
| -4% | -$12.9K | 0.19% | 107 |
|
2024
Q2 | $304K | Sell |
2,230
-550
| -20% | -$75.1K | 0.18% | 111 |
|
2024
Q1 | $426K | Sell |
2,780
-878
| -24% | -$134K | 0.27% | 88 |
|
2023
Q4 | $522K | Buy |
+3,658
| New | +$522K | 0.38% | 68 |
|