Exencial Wealth Advisors’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-926
| Closed | -$203K | – | 348 |
|
|
2020
Q2 | $203K | Buy |
+926
| New | +$203K | 0.02% | 312 |
|
|
2016
Q3 | – | Sell |
-1,695
| Closed | -$235K | – | 168 |
|
|
2016
Q2 | $235K | Sell |
1,695
-735
| -30% | -$102K | 0.11% | 139 |
|
|
2016
Q1 | $306K | Hold |
2,430
| – | – | 0.14% | 112 |
|
|
2015
Q4 | $310K | Buy |
2,430
+1
| +0% | +$128 | 0.15% | 111 |
|
|
2015
Q3 | $281K | Sell |
2,429
-75
| -3% | -$8.68K | 0.14% | 112 |
|
|
2015
Q2 | $277K | Sell |
2,504
-375
| -13% | -$41.5K | 0.18% | 89 |
|
|
2015
Q1 | $318K | Buy |
2,879
+1
| +0% | +$110 | 0.13% | 118 |
|
|
2014
Q4 | $307K | Buy |
2,878
+1
| +0% | +$107 | 0.14% | 121 |
|
|
2014
Q3 | $276K | Buy |
2,877
+2
| +0.1% | +$192 | 0.12% | 125 |
|
|
2014
Q2 | $267K | Buy |
2,875
+2
| +0.1% | +$186 | 0.11% | 125 |
|
|
2014
Q1 | $260K | Buy |
2,873
+2
| +0.1% | +$181 | 0.11% | 132 |
|
|
2013
Q4 | $258K | Buy |
2,871
+2
| +0.1% | +$180 | 0.12% | 122 |
|
|
2013
Q3 | $259K | Hold |
2,869
| – | – | 0.12% | 122 |
|
|
2013
Q2 | $248K | Buy |
+2,869
| New | +$248K | 0.12% | 121 |
|