FTDI
First Trust Direct Indexing’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,236
| Closed | -$853K | – | 171 |
|
|
2024
Q3 | $853K | Buy |
5,236
+1,563
| +43% | +$255K | 0.05% | 395 |
|
|
2024
Q2 | $501K | Sell |
3,673
-252
| -6% | -$34.4K | 0.03% | 505 |
|
|
2024
Q1 | $601K | Sell |
3,925
-460
| -10% | -$70.4K | 0.04% | 420 |
|
|
2023
Q4 | $625K | Sell |
4,385
-511
| -10% | -$72.9K | 0.06% | 390 |
|
|
2023
Q3 | $642K | Sell |
4,896
-1,091
| -18% | -$143K | 0.07% | 318 |
|
|
2023
Q2 | $952K | Sell |
5,987
-983
| -14% | -$156K | 0.11% | 220 |
|
|
2023
Q1 | $1.1M | Sell |
6,970
-259
| -4% | -$41K | 0.13% | 183 |
|
|
2022
Q4 | $1.01M | Buy |
7,229
+1,042
| +17% | +$146K | 0.13% | 194 |
|
|
2022
Q3 | $794K | Sell |
6,187
-22
| -0.4% | -$2.82K | 0.12% | 231 |
|
|
2022
Q2 | $875K | Buy |
6,209
+1,118
| +22% | +$158K | 0.12% | 222 |
|
|
2022
Q1 | $708K | Sell |
5,091
-827
| -14% | -$115K | 0.09% | 294 |
|
|
2021
Q4 | $1.03M | Sell |
5,918
-1,366
| -19% | -$238K | 0.13% | 182 |
|
|
2021
Q3 | $1.21M | Sell |
7,284
-1,265
| -15% | -$209K | 0.17% | 139 |
|
|
2021
Q2 | $1.54M | Buy |
8,549
+6,754
| +376% | +$1.22M | 0.23% | 100 |
|
|
2021
Q1 | $346K | Sell |
1,795
-39
| -2% | -$7.52K | 0.09% | 283 |
|
|
2020
Q4 | $370K | Buy |
+1,834
| New | +$370K | 0.1% | 251 |
|