EWA
ERTS Wealth Advisors’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,827
| Closed | -$1.59M | – | 39 |
|
|
2025
Q1 | $1.59M | Sell |
10,827
-390
| -3% | -$57.4K | 0.31% | 23 |
|
|
2024
Q4 | $1.82M | Sell |
11,217
-20
| -0.2% | -$3.25K | 0.34% | 23 |
|
|
2024
Q3 | $1.83M | Sell |
11,237
-228
| -2% | -$37.1K | 0.34% | 24 |
|
|
2024
Q2 | $1.56M | Sell |
11,465
-180
| -2% | -$24.6K | 0.31% | 23 |
|
|
2024
Q1 | $1.78M | Sell |
11,645
-305
| -3% | -$46.7K | 0.36% | 21 |
|
|
2023
Q4 | $1.7M | Hold |
11,950
| – | – | 0.37% | 19 |
|
|
2023
Q3 | $1.57M | Sell |
11,950
-138
| -1% | -$18.1K | 0.38% | 18 |
|
|
2023
Q2 | $1.92M | Sell |
12,088
-150
| -1% | -$23.9K | 0.45% | 19 |
|
|
2023
Q1 | $1.94M | Sell |
12,238
-125
| -1% | -$19.8K | 0.47% | 19 |
|
|
2022
Q4 | $1.73M | Hold |
12,363
| – | – | 0.45% | 23 |
|
|
2022
Q3 | $1.59M | Buy |
12,363
+1,263
| +11% | +$162K | 0.45% | 22 |
|
|
2022
Q2 | $1.57M | Hold |
11,100
| – | – | 0.44% | 22 |
|
|
2022
Q1 | $1.54M | Sell |
11,100
-525
| -5% | -$73K | 0.43% | 20 |
|
|
2021
Q4 | $2.03M | Sell |
11,625
-75
| -0.6% | -$13.1K | 0.48% | 20 |
|
|
2021
Q3 | $1.94M | Sell |
11,700
-15
| -0.1% | -$2.49K | 0.51% | 19 |
|
|
2021
Q2 | $2.11M | Hold |
11,715
| – | – | 0.57% | 18 |
|
|
2021
Q1 | $2.26M | Sell |
11,715
-625
| -5% | -$121K | 0.67% | 19 |
|
|
2020
Q4 | $2.49M | Sell |
12,340
-142
| -1% | -$28.7K | 0.81% | 19 |
|
|
2020
Q3 | $2.62M | Sell |
12,482
-200
| -2% | -$42K | 0.99% | 19 |
|
|
2020
Q2 | $2.78M | Hold |
12,682
| – | – | 1.12% | 19 |
|
|
2020
Q1 | $2.2M | Sell |
12,682
-2,875
| -18% | -$498K | 1.06% | 18 |
|
|
2019
Q4 | $2.39M | Hold |
15,557
| – | – | 1.08% | 13 |
|
|
2019
Q3 | $2.36M | Sell |
15,557
-400
| -3% | -$60.8K | 1.2% | 12 |
|
|
2019
Q2 | $2.44M | Hold |
15,957
| – | – | 1.35% | 14 |
|
|
2019
Q1 | $2.56M | Hold |
15,957
| – | – | 1.52% | 15 |
|
|
2018
Q4 | $2.46M | Buy |
+15,957
| New | +$2.46M | 1.76% | 12 |
|