CWM
Confluence Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $515K | Buy |
+3,394
| New | +$515K | 0.25% | 84 |
|
|
2020
Q1 | – | Sell |
-2,969
| Closed | -$456K | – | 107 |
|
|
2019
Q4 | $456K | Sell |
2,969
-425
| -13% | -$65.3K | 0.21% | 87 |
|
|
2019
Q3 | $515K | Buy |
3,394
+178
| +6% | +$27K | 0.25% | 84 |
|
|
2019
Q2 | $492K | Buy |
3,216
+346
| +12% | +$52.9K | 0.24% | 83 |
|
|
2019
Q1 | $461K | Buy |
2,870
+121
| +4% | +$19.4K | 0.23% | 85 |
|
|
2018
Q4 | $424K | Sell |
2,749
-113
| -4% | -$17.4K | 0.24% | 81 |
|
|
2018
Q3 | $430K | Buy |
2,862
+741
| +35% | +$111K | 0.22% | 85 |
|
|
2018
Q2 | $287K | Sell |
2,121
-650
| -23% | -$88K | 0.15% | 104 |
|
|
2018
Q1 | $369K | Buy |
+2,771
| New | +$369K | 0.19% | 93 |
|