CSWM
Cassady Schiller Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.44K | Buy |
15
+9
| +150% | +$1.46K | ﹤0.01% | 537 |
|
|
2024
Q3 | $977 | Hold |
6
| – | – | ﹤0.01% | 423 |
|
|
2024
Q2 | $819 | Hold |
6
| – | – | ﹤0.01% | 436 |
|
|
2024
Q1 | $919 | Buy |
+6
| New | +$919 | ﹤0.01% | 457 |
|
|
2023
Q1 | – | Sell |
-32
| Closed | -$4.49K | – | 470 |
|
|
2022
Q4 | $4.49K | Buy |
+32
| New | +$4.49K | ﹤0.01% | 375 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | – | – | 195 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 561 |
|