CWS
Confluence Wealth Services’s Clorox CLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,298
| Closed | -$209K | – | 340 |
|
2024
Q4 | $209K | Sell |
1,298
-523
| -29% | -$84.1K | 0.01% | 322 |
|
2024
Q3 | $297K | Sell |
1,821
-1,342
| -42% | -$219K | 0.02% | 283 |
|
2024
Q2 | $432K | Buy |
+3,163
| New | +$432K | 0.03% | 242 |
|
2022
Q2 | – | Sell |
-1,759
| Closed | -$244K | – | 270 |
|
2022
Q1 | $244K | Sell |
1,759
-319
| -15% | -$44.3K | 0.09% | 214 |
|
2021
Q4 | $362K | Buy |
+2,078
| New | +$362K | 0.12% | 169 |
|