CWS
Cypress Wealth Services’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,388
| Closed | -$250K | – | 230 |
|
|
2021
Q2 | $250K | Buy |
1,388
+7
| +0.5% | +$1.26K | 0.07% | 218 |
|
|
2021
Q1 | $266K | Buy |
1,381
+8
| +0.6% | +$1.54K | 0.06% | 239 |
|
|
2020
Q4 | $277K | Buy |
+1,373
| New | +$277K | 0.06% | 216 |
|
|
2020
Q3 | – | Sell |
-1,496
| Closed | -$328K | – | 36 |
|
|
2020
Q2 | $328K | Buy |
+1,496
| New | +$328K | 0.08% | 189 |
|
|
2019
Q1 | – | Sell |
-1,307
| Closed | -$202K | – | 262 |
|
|
2018
Q4 | $202K | Buy |
+1,307
| New | +$202K | 0.08% | 200 |
|