Empirical Wealth Management’s Clorox CLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-2,045
| Closed | -$279K | – | 573 |
|
2024
Q2 | $279K | Hold |
2,045
| – | – | 0.01% | 468 |
|
2024
Q1 | $313K | Sell |
2,045
-251
| -11% | -$38.4K | 0.01% | 432 |
|
2023
Q4 | $327K | Sell |
2,296
-253
| -10% | -$36.1K | 0.01% | 381 |
|
2023
Q3 | $334K | Buy |
2,549
+159
| +7% | +$20.8K | 0.01% | 352 |
|
2023
Q2 | $380K | Sell |
2,390
-64
| -3% | -$10.2K | 0.02% | 343 |
|
2023
Q1 | $388K | Buy |
2,454
+25
| +1% | +$3.96K | 0.02% | 357 |
|
2022
Q4 | $341K | Hold |
2,429
| – | – | 0.02% | 363 |
|
2022
Q3 | $312K | Sell |
2,429
-490
| -17% | -$62.9K | 0.02% | 367 |
|
2022
Q2 | $411K | Buy |
2,919
+185
| +7% | +$26K | 0.02% | 332 |
|
2022
Q1 | $380K | Sell |
2,734
-435
| -14% | -$60.5K | 0.02% | 363 |
|
2021
Q4 | $553K | Sell |
3,169
-562
| -15% | -$98.1K | 0.03% | 326 |
|
2021
Q3 | $618K | Sell |
3,731
-1,067
| -22% | -$177K | 0.04% | 260 |
|
2021
Q2 | $863K | Buy |
4,798
+495
| +12% | +$89K | 0.05% | 207 |
|
2021
Q1 | $830K | Buy |
4,303
+1,682
| +64% | +$324K | 0.07% | 183 |
|
2020
Q4 | $529K | Sell |
2,621
-40
| -2% | -$8.07K | 0.04% | 242 |
|
2020
Q3 | $559K | Sell |
2,661
-339
| -11% | -$71.2K | 0.05% | 195 |
|
2020
Q2 | $658K | Sell |
3,000
-63
| -2% | -$13.8K | 0.06% | 173 |
|
2020
Q1 | $531K | Buy |
3,063
+860
| +39% | +$149K | 0.06% | 174 |
|
2019
Q4 | $338K | Buy |
+2,203
| New | +$338K | 0.04% | 238 |
|