BWP
Baldwin Wealth Partners’s Clorox CLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-362
| Closed | -$59K | – | 377 |
|
2024
Q3 | $59K | Buy |
362
+135
| +59% | +$22K | ﹤0.01% | 515 |
|
2024
Q2 | $31K | Hold |
227
| – | – | ﹤0.01% | 412 |
|
2024
Q1 | $34.8K | Sell |
227
-138
| -38% | -$21.1K | ﹤0.01% | 415 |
|
2023
Q4 | $52K | Sell |
365
-2,240
| -86% | -$319K | ﹤0.01% | 373 |
|
2023
Q3 | $341K | Hold |
2,605
| – | – | 0.03% | 182 |
|
2023
Q2 | $414K | Hold |
2,605
| – | – | 0.03% | 181 |
|
2023
Q1 | $412K | Hold |
2,605
| – | – | 0.04% | 178 |
|
2022
Q4 | $366K | Hold |
2,605
| – | – | 0.03% | 181 |
|
2022
Q3 | $335K | Buy |
2,605
+5
| +0.2% | +$643 | 0.05% | 131 |
|
2022
Q2 | $367K | Hold |
2,600
| – | – | 0.05% | 135 |
|
2022
Q1 | $361K | Hold |
2,600
| – | – | 0.04% | 147 |
|
2021
Q4 | $454K | Hold |
2,600
| – | – | 0.05% | 138 |
|
2021
Q3 | $431K | Hold |
2,600
| – | – | 0.05% | 131 |
|
2021
Q2 | $468K | Hold |
2,600
| – | – | 0.05% | 127 |
|
2021
Q1 | $501K | Buy |
2,600
+138
| +6% | +$26.6K | 0.06% | 105 |
|
2020
Q4 | $497K | Hold |
2,462
| – | – | 0.06% | 100 |
|
2020
Q3 | $518K | Hold |
2,462
| – | – | 0.07% | 96 |
|
2020
Q2 | $540K | Hold |
2,462
| – | – | 0.08% | 97 |
|
2020
Q1 | $426K | Hold |
2,462
| – | – | 0.07% | 100 |
|
2019
Q4 | $378K | Hold |
2,462
| – | – | 0.05% | 131 |
|
2019
Q3 | $374K | Buy |
2,462
+22
| +0.9% | +$3.34K | 0.06% | 127 |
|
2019
Q2 | $374K | Hold |
2,440
| – | – | 0.06% | 149 |
|
2019
Q1 | $391K | Buy |
2,440
+320
| +15% | +$51.3K | 0.06% | 146 |
|
2018
Q4 | $327K | Hold |
2,120
| – | – | 0.05% | 147 |
|
2018
Q3 | $319K | Buy |
2,120
+1,920
| +960% | +$289K | 0.04% | 169 |
|
2018
Q2 | $27K | Hold |
200
| – | – | ﹤0.01% | 370 |
|
2018
Q1 | $27K | Hold |
200
| – | – | ﹤0.01% | 355 |
|
2017
Q4 | $30K | Hold |
200
| – | – | ﹤0.01% | 341 |
|
2017
Q3 | $26K | Hold |
200
| – | – | ﹤0.01% | 341 |
|
2017
Q2 | $27K | Hold |
200
| – | – | ﹤0.01% | 350 |
|
2017
Q1 | $27K | Hold |
200
| – | – | ﹤0.01% | 346 |
|
2016
Q4 | $24K | Hold |
200
| – | – | ﹤0.01% | 354 |
|
2016
Q3 | $25K | Sell |
200
-1,545
| -89% | -$193K | ﹤0.01% | 359 |
|
2016
Q2 | $242K | Buy |
1,745
+220
| +14% | +$30.5K | 0.05% | 154 |
|
2016
Q1 | $192K | Sell |
1,525
-255
| -14% | -$32.1K | 0.03% | 200 |
|
2015
Q4 | $226K | Hold |
1,780
| – | – | 0.04% | 207 |
|
2015
Q3 | $206K | Buy |
+1,780
| New | +$206K | 0.03% | 217 |
|