BWM
Baystate Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $108K | Buy |
755
+4
| +0.5% | +$571 | 0.01% | 268 |
|
|
2023
Q3 | $98.4K | Buy |
751
+5
| +0.7% | +$655 | 0.01% | 255 |
|
|
2023
Q2 | $119K | Buy |
746
+3
| +0.4% | +$478 | 0.01% | 238 |
|
|
2023
Q1 | $118K | Buy |
743
+5
| +0.7% | +$791 | 0.01% | 228 |
|
|
2022
Q4 | $104K | Buy |
738
+4
| +0.5% | +$564 | 0.01% | 251 |
|
|
2022
Q3 | $94K | Buy |
734
+4
| +0.5% | +$512 | 0.01% | 236 |
|
|
2022
Q2 | $103K | Buy |
730
+4
| +0.6% | +$564 | 0.01% | 234 |
|
|
2022
Q1 | $101K | Sell |
726
-5
| -0.7% | -$696 | 0.01% | 244 |
|
|
2021
Q4 | $128K | Buy |
731
+13
| +2% | +$2.28K | 0.01% | 218 |
|
|
2021
Q3 | $119K | Buy |
718
+3
| +0.4% | +$497 | 0.01% | 198 |
|
|
2021
Q2 | $129K | Buy |
715
+3
| +0.4% | +$541 | 0.01% | 185 |
|
|
2021
Q1 | $137K | Buy |
712
+4
| +0.6% | +$770 | 0.01% | 167 |
|
|
2020
Q4 | $143K | Buy |
708
+4
| +0.6% | +$808 | 0.02% | 143 |
|
|
2020
Q3 | $148K | Buy |
704
+4
| +0.6% | +$841 | 0.02% | 134 |
|
|
2020
Q2 | $154K | Buy |
700
+3
| +0.4% | +$660 | 0.02% | 127 |
|
|
2020
Q1 | $121K | Sell |
697
-42
| -6% | -$7.29K | 0.02% | 131 |
|
|
2019
Q4 | $114K | Buy |
739
+5
| +0.7% | +$771 | 0.01% | 156 |
|
|
2019
Q3 | $111K | Buy |
734
+5
| +0.7% | +$756 | 0.01% | 147 |
|
|
2019
Q2 | $111K | Buy |
729
+51
| +8% | +$7.77K | 0.01% | 144 |
|
|
2019
Q1 | $105K | Buy |
678
+4
| +0.6% | +$619 | 0.01% | 144 |
|
|
2018
Q4 | $104K | Sell |
674
-171
| -20% | -$26.4K | 0.02% | 132 |
|
|
2018
Q3 | $125K | Buy |
845
+179
| +27% | +$26.5K | 0.02% | 109 |
|
|
2018
Q2 | $89K | Hold |
666
| – | – | 0.01% | 134 |
|
|
2018
Q1 | $76K | Hold |
666
| – | – | 0.01% | 146 |
|
|
2017
Q4 | $96K | Hold |
666
| – | – | 0.01% | 135 |
|
|
2017
Q3 | $85K | Hold |
666
| – | – | 0.01% | 136 |
|
|
2017
Q2 | $88K | Buy |
666
+3
| +0.5% | +$396 | 0.02% | 124 |
|
|
2017
Q1 | $89K | Buy |
663
+34
| +5% | +$4.56K | 0.02% | 124 |
|
|
2016
Q4 | $77K | Buy |
+629
| New | +$77K | 0.02% | 123 |
|