CWA
Core Wealth Advisors’s Clorox CLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-201
| Closed | -$30.8K | – | 86 |
|
2024
Q1 | $30.8K | Hold |
201
| – | – | 0.01% | 121 |
|
2023
Q4 | $28.7K | Buy |
+201
| New | +$28.7K | 0.01% | 120 |
|
2023
Q1 | – | Sell |
-403
| Closed | -$56.6K | – | 262 |
|
2022
Q4 | $56.6K | Buy |
403
+369
| +1,085% | +$51.8K | 0.02% | 77 |
|
2022
Q3 | $4K | Buy |
+34
| New | +$4K | ﹤0.01% | 179 |
|
2021
Q2 | – | Sell |
-25
| Closed | -$5K | – | 188 |
|
2021
Q1 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 138 |
|