Curi Wealth Management’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-227
| Closed | -$32K | – | 285 |
|
|
2022
Q2 | $32K | Buy |
227
+89
| +64% | +$12.5K | 0.01% | 261 |
|
|
2022
Q1 | $19K | Buy |
138
+2
| +1% | +$275 | ﹤0.01% | 295 |
|
|
2021
Q4 | $23K | Buy |
+136
| New | +$23K | ﹤0.01% | 235 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | – | – | 169 |
|
|
2020
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 408 |
|