Equitable Trust’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,497
| Closed | -$220K | – | 439 |
|
|
2025
Q1 | $220K | Hold |
1,497
| – | – | 0.01% | 444 |
|
|
2024
Q4 | $243K | Hold |
1,497
| – | – | 0.01% | 441 |
|
|
2024
Q3 | $244K | Hold |
1,497
| – | – | 0.02% | 417 |
|
|
2024
Q2 | $204K | Sell |
1,497
-870
| -37% | -$119K | 0.01% | 426 |
|
|
2024
Q1 | $362K | Hold |
2,367
| – | – | 0.03% | 349 |
|
|
2023
Q4 | $338K | Hold |
2,367
| – | – | 0.03% | 340 |
|
|
2023
Q3 | $310K | Hold |
2,367
| – | – | 0.03% | 339 |
|
|
2023
Q2 | $376K | Buy |
2,367
+107
| +5% | +$17K | 0.03% | 305 |
|
|
2023
Q1 | $358K | Hold |
2,260
| – | – | 0.03% | 308 |
|
|
2022
Q4 | $317K | Sell |
2,260
-2,000
| -47% | -$281K | 0.03% | 329 |
|
|
2022
Q3 | $547K | Hold |
4,260
| – | – | 0.05% | 239 |
|
|
2022
Q2 | $600K | Hold |
4,260
| – | – | 0.04% | 230 |
|
|
2022
Q1 | $593K | Buy |
4,260
+270
| +7% | +$37.6K | 0.04% | 230 |
|
|
2021
Q4 | $696K | Sell |
3,990
-250
| -6% | -$43.6K | 0.04% | 209 |
|
|
2021
Q3 | $702K | Hold |
4,240
| – | – | 0.04% | 206 |
|
|
2021
Q2 | $763K | Hold |
4,240
| – | – | 0.05% | 208 |
|
|
2021
Q1 | $818K | Hold |
4,240
| – | – | 0.06% | 189 |
|
|
2020
Q4 | $856K | Hold |
4,240
| – | – | 0.06% | 199 |
|
|
2020
Q3 | $892K | Hold |
4,240
| – | – | 0.08% | 176 |
|
|
2020
Q2 | $930K | Hold |
4,240
| – | – | 0.09% | 160 |
|
|
2020
Q1 | $734K | Hold |
4,240
| – | – | 0.08% | 173 |
|
|
2019
Q4 | $651K | Hold |
4,240
| – | – | 0.06% | 181 |
|
|
2019
Q3 | $644K | Sell |
4,240
-600
| -12% | -$91.1K | 0.07% | 181 |
|
|
2019
Q2 | $741K | Hold |
4,840
| – | – | 0.08% | 166 |
|
|
2019
Q1 | $777K | Hold |
4,840
| – | – | 0.09% | 162 |
|
|
2018
Q4 | $747K | Hold |
4,840
| – | – | 0.1% | 163 |
|
|
2018
Q3 | $728K | Hold |
4,840
| – | – | 0.08% | 173 |
|
|
2018
Q2 | $655K | Buy |
+4,840
| New | +$655K | 0.08% | 169 |
|