EWM
Evercore Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,384
| Closed | -$212K | – | 404 |
|
|
2019
Q2 | $212K | Sell |
1,384
-70
| -5% | -$10.7K | 0.01% | 394 |
|
|
2019
Q1 | $233K | Buy |
+1,454
| New | +$233K | 0.01% | 370 |
|
|
2018
Q1 | – | Sell |
-950
| Closed | -$141K | – | 425 |
|
|
2017
Q4 | $141K | Hold |
950
| – | – | 0.01% | 408 |
|
|
2017
Q3 | $125K | Sell |
950
-278
| -23% | -$36.6K | ﹤0.01% | 424 |
|
|
2017
Q2 | $164K | Hold |
1,228
| – | – | 0.01% | 391 |
|
|
2017
Q1 | $165K | Sell |
1,228
-50
| -4% | -$6.72K | 0.01% | 397 |
|
|
2016
Q4 | $154K | Sell |
1,278
-669
| -34% | -$80.6K | 0.01% | 417 |
|
|
2016
Q3 | $244K | Hold |
1,947
| – | – | 0.01% | 337 |
|
|
2016
Q2 | $269K | Sell |
1,947
-2,000
| -51% | -$276K | 0.01% | 316 |
|
|
2016
Q1 | $498K | Buy |
3,947
+104
| +3% | +$13.1K | 0.02% | 241 |
|
|
2015
Q4 | $487K | Buy |
3,843
+475
| +14% | +$60.2K | 0.02% | 256 |
|
|
2015
Q3 | $390K | Sell |
3,368
-59
| -2% | -$6.83K | 0.02% | 286 |
|
|
2015
Q2 | $357K | Buy |
3,427
+1,711
| +100% | +$178K | 0.02% | 322 |
|
|
2015
Q1 | $189K | Hold |
1,716
| – | – | 0.01% | 425 |
|
|
2014
Q4 | $179K | Sell |
1,716
-122
| -7% | -$12.7K | 0.01% | 376 |
|
|
2014
Q3 | $176K | Buy |
1,838
+650
| +55% | +$62.2K | 0.01% | 418 |
|
|
2014
Q2 | $108K | Sell |
1,188
-706
| -37% | -$64.2K | 0.01% | 494 |
|
|
2014
Q1 | $167K | Buy |
1,894
+470
| +33% | +$41.4K | 0.01% | 404 |
|
|
2013
Q4 | $133K | Buy |
1,424
+555
| +64% | +$51.8K | 0.01% | 415 |
|
|
2013
Q3 | $72K | Sell |
869
-28
| -3% | -$2.32K | ﹤0.01% | 527 |
|
|
2013
Q2 | $74K | Buy |
+897
| New | +$74K | ﹤0.01% | 522 |
|