Doyle Wealth Management’s Clorox CLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
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 +$148K 0.02% 207
2018
Q1
Sell
-1,535
Closed -$228K 169
2017
Q4
$228K Buy
+1,535
New +$209K 0.04% 153

Other funds holding CLX

Doyle Wealth Management's CLX Position: Q3 2019 in Review

Doyle Wealth Management sold out of Clorox (CLX) in Q3 2019, closing a stake of 897 shares — an estimated $137K sold.

Doyle Wealth Management first reported a position in CLX in Q4 2017 and held it in 3 quarters. The position peaked at $228K in Q4 2017. 980 funds tracked by Wall St. Rank hold CLX as of Q3 2019.

  • Doyle Wealth Management reported no remaining Clorox position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 897 Clorox shares in Q3 2019, an estimated $137K.
  • Doyle Wealth Management first reported a position in Clorox in Q4 2017 and held it in 3 quarters.
  • Doyle Wealth Management's Clorox position peaked at $228K in Q4 2017.
  • 980 funds tracked by Wall St. Rank held Clorox as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.