CWP
Core Wealth Partners’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,530
| Closed | -$248K | – | 167 |
|
|
2024
Q4 | $248K | Hold |
1,530
| – | – | 0.14% | 144 |
|
|
2024
Q3 | $249K | Hold |
1,530
| – | – | 0.15% | 139 |
|
|
2024
Q2 | $209K | Hold |
1,530
| – | – | 0.14% | 138 |
|
|
2024
Q1 | $234K | Hold |
1,530
| – | – | 0.18% | 116 |
|
|
2023
Q4 | $218K | Hold |
1,530
| – | – | 0.18% | 107 |
|
|
2023
Q3 | $201K | Hold |
1,530
| – | – | 0.18% | 104 |
|
|
2023
Q2 | $243K | Buy |
1,530
+80
| +6% | +$12.7K | 0.22% | 86 |
|
|
2023
Q1 | $229K | Buy |
+1,450
| New | +$229K | 0.23% | 80 |
|