Fernwood Investment Management’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-500
| Closed | -$76.6K | – | 282 |
|
2024
Q1 | $76.6K | Buy |
+500
| New | +$76.6K | 0.02% | 295 |
|
2016
Q4 | – | Sell |
-1,710
| Closed | -$214K | – | 126 |
|
2016
Q3 | $214K | Hold |
1,710
| – | – | 0.2% | 109 |
|
2016
Q2 | $237K | Sell |
1,710
-300
| -15% | -$41.6K | 0.23% | 100 |
|
2016
Q1 | $253K | Hold |
2,010
| – | – | 0.26% | 93 |
|
2015
Q4 | $255K | Hold |
2,010
| – | – | 0.22% | 95 |
|
2015
Q3 | $232K | Sell |
2,010
-200
| -9% | -$23.1K | 0.2% | 97 |
|
2015
Q2 | $230K | Buy |
2,210
+300
| +16% | +$31.2K | 0.18% | 99 |
|
2015
Q1 | $211K | Buy |
+1,910
| New | +$211K | 0.17% | 104 |
|