BWP
Bernardo Wealth Planning’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,863
| Closed | -$376K | – | 91 |
|
|
2020
Q4 | $376K | Buy |
1,863
+113
| +6% | +$22.8K | 0.15% | 117 |
|
|
2020
Q3 | $367K | Buy |
1,750
+14
| +0.8% | +$2.94K | 0.17% | 101 |
|
|
2020
Q2 | $380K | Buy |
1,736
+83
| +5% | +$18.2K | 0.2% | 92 |
|
|
2020
Q1 | $286K | Buy |
1,653
+44
| +3% | +$7.61K | 0.2% | 112 |
|
|
2019
Q4 | $247K | Buy |
1,609
+12
| +0.8% | +$1.84K | 0.15% | 140 |
|
|
2019
Q3 | $242K | Buy |
1,597
+56
| +4% | +$8.49K | 0.18% | 128 |
|
|
2019
Q2 | $236K | Buy |
1,541
+180
| +13% | +$27.6K | 0.18% | 124 |
|
|
2019
Q1 | $218K | Buy |
+1,361
| New | +$218K | 0.17% | 129 |
|