CWM
Cordatus Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-20,021
| Closed | -$2.57M | – | 57 |
|
|
2022
Q3 | $2.57M | Buy |
20,021
+691
| +4% | +$88.7K | 2.71% | 13 |
|
|
2022
Q2 | $2.73M | Buy |
19,330
+8,688
| +82% | +$1.22M | 1.27% | 18 |
|
|
2022
Q1 | $1.48M | Buy |
10,642
+241
| +2% | +$33.5K | 0.52% | 81 |
|
|
2021
Q4 | $1.81M | Buy |
+10,401
| New | +$1.81M | 0.53% | 71 |
|
|
2021
Q1 | $1.86M | Sell |
9,641
-214
| -2% | -$41.3K | 0.71% | 54 |
|
|
2020
Q4 | $1.99M | Sell |
9,855
-62
| -0.6% | -$12.5K | 0.84% | 40 |
|
|
2020
Q3 | $2.08M | Sell |
9,917
-3,586
| -27% | -$754K | 1% | 33 |
|
|
2020
Q2 | $2.96M | Sell |
13,503
-11,375
| -46% | -$2.5M | 1.63% | 16 |
|
|
2020
Q1 | $4.31M | Buy |
24,878
+17,817
| +252% | +$3.09M | 3.11% | 3 |
|
|
2019
Q4 | $1.08M | Buy |
7,061
+1,246
| +21% | +$191K | 0.54% | 66 |
|
|
2019
Q3 | $883K | Buy |
5,815
+590
| +11% | +$89.6K | 0.46% | 74 |
|
|
2019
Q2 | $800K | Sell |
5,225
-8,646
| -62% | -$1.32M | 0.47% | 71 |
|
|
2019
Q1 | $2.23M | Buy |
13,871
+187
| +1% | +$30K | 1.22% | 23 |
|
|
2018
Q4 | $2.11M | Buy |
+13,684
| New | +$2.11M | 1.5% | 17 |
|