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 |
|