CWM
Cornerstone Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,309
| Closed | -$208K | – | 525 |
|
|
2023
Q2 | $208K | Buy |
+1,309
| New | +$208K | 0.02% | 480 |
|
|
2021
Q2 | – | Sell |
-1,468
| Closed | -$283K | – | 476 |
|
|
2021
Q1 | $283K | Buy |
1,468
+173
| +13% | +$33.4K | 0.03% | 361 |
|
|
2020
Q4 | $261K | Buy |
1,295
+285
| +28% | +$57.4K | 0.03% | 354 |
|
|
2020
Q3 | $212K | Sell |
1,010
-5
| -0.5% | -$1.05K | 0.03% | 362 |
|
|
2020
Q2 | $223K | Buy |
+1,015
| New | +$223K | 0.04% | 340 |
|
|
2018
Q4 | – | Sell |
-14,699
| Closed | -$115K | – | 473 |
|
|
2018
Q3 | $115K | Buy |
14,699
+680
| +5% | +$5.32K | ﹤0.01% | 1262 |
|
|
2018
Q2 | $105K | Buy |
+14,019
| New | +$105K | ﹤0.01% | 1403 |
|