CWS Financial Advisors’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,556
| Closed | -$650K | – | 117 |
|
|
2023
Q4 | $650K | Buy |
+4,556
| New | +$650K | 0.24% | 60 |
|
|
2023
Q3 | – | Sell |
-1,356
| Closed | -$216K | – | 175 |
|
|
2023
Q2 | $216K | Sell |
1,356
-150
| -10% | -$23.9K | 0.08% | 141 |
|
|
2023
Q1 | $238K | Buy |
1,506
+267
| +22% | +$42.3K | 0.09% | 126 |
|
|
2022
Q4 | $239K | Buy |
+1,239
| New | +$239K | 0.1% | 123 |
|
|
2022
Q3 | – | Sell |
-1,456
| Closed | -$205K | – | 144 |
|
|
2022
Q2 | $205K | Buy |
1,456
+15
| +1% | +$2.11K | 0.09% | 138 |
|
|
2022
Q1 | $200K | Buy |
1,441
+62
| +4% | +$8.61K | 0.08% | 148 |
|
|
2021
Q4 | $240K | Buy |
+1,379
| New | +$240K | 0.08% | 136 |
|
|
2021
Q2 | $254K | Buy |
1,411
+172
| +14% | +$31K | 0.1% | 128 |
|
|
2021
Q1 | $239K | Buy |
1,239
+34
| +3% | +$6.56K | 0.1% | 123 |
|
|
2020
Q4 | $243K | Sell |
1,205
-6
| -0.5% | -$1.21K | 0.14% | 112 |
|
|
2020
Q3 | $255K | Sell |
1,211
-85
| -7% | -$17.9K | 0.17% | 102 |
|
|
2020
Q2 | $284K | Sell |
1,296
-79
| -6% | -$17.3K | 0.2% | 100 |
|
|
2020
Q1 | $211K | Hold |
1,375
| – | – | 0.16% | 116 |
|
|
2019
Q4 | $211K | Buy |
+1,375
| New | +$211K | 0.15% | 116 |
|