EWM
Executive Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-25,733
| Closed | -$3.91M | – | 150 |
|
|
2019
Q3 | $3.91M | Buy |
25,733
+2,719
| +12% | +$413K | 0.59% | 43 |
|
|
2019
Q2 | $3.52M | Buy |
23,014
+2,867
| +14% | +$439K | 0.5% | 53 |
|
|
2019
Q1 | $3.23M | Buy |
20,147
+679
| +3% | +$109K | 0.58% | 45 |
|
|
2018
Q4 | $3M | Buy |
+19,468
| New | +$3M | 0.53% | 36 |
|