BTR Capital Management’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,110
| Closed | -$200K | – | 165 |
|
|
2021
Q2 | $200K | Buy |
+1,110
| New | +$200K | 0.03% | 168 |
|
|
2019
Q2 | – | Sell |
-2,100
| Closed | -$337K | – | 172 |
|
|
2019
Q1 | $337K | Sell |
2,100
-100
| -5% | -$16K | 0.06% | 129 |
|
|
2018
Q4 | $339K | Sell |
2,200
-101
| -4% | -$15.6K | 0.07% | 130 |
|
|
2018
Q3 | $346K | Hold |
2,301
| – | – | 0.06% | 125 |
|
|
2018
Q2 | $311K | Sell |
2,301
-50
| -2% | -$6.76K | 0.06% | 110 |
|
|
2018
Q1 | $313K | Hold |
2,351
| – | – | 0.06% | 115 |
|
|
2017
Q4 | $350K | Buy |
2,351
+301
| +15% | +$44.8K | 0.07% | 113 |
|
|
2017
Q3 | $270K | Hold |
2,050
| – | – | 0.06% | 129 |
|
|
2017
Q2 | $273K | Hold |
2,050
| – | – | 0.06% | 130 |
|
|
2017
Q1 | $276K | Hold |
2,050
| – | – | 0.06% | 130 |
|
|
2016
Q4 | $257K | Hold |
2,050
| – | – | 0.06% | 140 |
|
|
2016
Q3 | $257K | Buy |
+2,050
| New | +$257K | 0.06% | 140 |
|