FWM

Focused Wealth Management’s Clorox CLX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-550	Closed	-$99K	–	934
2021 Q2	$99K	Hold	550	–	–	0.02%	292
2021 Q1	$106K	Hold	550	–	–	0.02%	267
2020 Q4	$111K	Hold	550	–	–	0.02%	237
2020 Q3	$116K	Hold	550	–	–	0.03%	222
2020 Q2	$121K	Sell	550 -300	-35%	-$66K	0.03%	191
2020 Q1	$147K	Sell	850 -405	-32%	-$70K	0.04%	144
2019 Q4	$193K	Hold	1,255	–	–	0.05%	156
2019 Q3	$191K	Buy	1,255 +850	+210%	+$129K	0.05%	143
2019 Q2	$62K	Hold	405	–	–	0.02%	298
2019 Q1	$65K	Hold	405	–	–	0.02%	267
2018 Q4	$62K	Hold	405	–	–	0.02%	280
2018 Q3	$61K	Hold	405	–	–	0.02%	276
2018 Q2	$55K	Hold	405	–	–	0.02%	268
2018 Q1	$54K	Hold	405	–	–	0.02%	291
2017 Q4	$60K	Hold	405	–	–	0.02%	281
2017 Q3	$53K	Sell	405 -1,850	-82%	-$242K	0.02%	229
2017 Q2	$300K	Hold	2,255	–	–	0.11%	109
2017 Q1	$304K	Hold	2,255	–	–	0.12%	106
2016 Q4	$271K	Hold	2,255	–	–	0.11%	108
2016 Q3	$282K	Hold	2,255	–	–	0.12%	102
2016 Q2	$312K	Buy	2,255 +1,850	+457%	+$256K	0.14%	92
2016 Q1	$51K	Hold	405	–	–	0.03%	189
2015 Q4	$51K	Hold	405	–	–	0.03%	202
2015 Q3	$47K	Hold	405	–	–	0.03%	202
2015 Q2	$42K	Hold	405	–	–	0.03%	224
2015 Q1	$45K	Hold	405	–	–	0.03%	210
2014 Q4	$42K	Hold	405	–	–	0.03%	207
2014 Q3	$39K	Buy	+405	New	+$39K	0.03%	216
2014 Q2	–	Hold	0	–	–	–	658
2014 Q1	–	Hold	0	–	–	–	620