Balasa Dinverno & Foltz’s Clorox CLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,531
Closed -$488K 330
2021
Q1
$488K Sell
2,531
-1,202
-32% -$232K 0.04% 180
2020
Q4
$754K Sell
3,733
-242
-6% -$48.9K 0.06% 128
2020
Q3
$835K Sell
3,975
-271
-6% -$56.9K 0.08% 110
2020
Q2
$931K Buy
+4,246
New +$931K 0.1% 81