DWM
Doyle Wealth Management’s Clorox CLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-897
| Closed | -$137K | – | 296 |
|
2019
Q2 | $137K | Buy |
+897
| New | +$137K | 0.02% | 237 |
|
2019
Q1 | – | Sell |
-952
| Closed | -$147K | – | 286 |
|
2018
Q4 | $147K | Buy |
+952
| New | +$147K | 0.02% | 207 |
|
2018
Q1 | – | Sell |
-1,535
| Closed | -$228K | – | 168 |
|
2017
Q4 | $228K | Buy |
+1,535
| New | +$228K | 0.04% | 153 |
|