Focused Wealth Management’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-550
| Closed | -$99K | – | 1007 |
|
|
2021
Q2 | $99K | Hold |
550
| – | – | 0.02% | 292 |
|
|
2021
Q1 | $106K | Hold |
550
| – | – | 0.02% | 268 |
|
|
2020
Q4 | $111K | Hold |
550
| – | – | 0.02% | 238 |
|
|
2020
Q3 | $116K | Hold |
550
| – | – | 0.03% | 223 |
|
|
2020
Q2 | $121K | Sell |
550
-300
| -35% | -$59.9K | 0.03% | 192 |
|
|
2020
Q1 | $147K | Sell |
850
-405
| -32% | -$66.9K | 0.04% | 144 |
|
|
2019
Q4 | $193K | Hold |
1,255
| – | – | 0.05% | 156 |
|
|
2019
Q3 | $191K | Buy |
1,255
+850
| +210% | +$134K | 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% | 281 |
|
|
2018
Q3 | $61K | Hold |
405
| – | – | 0.02% | 276 |
|
|
2018
Q2 | $55K | Hold |
405
| – | – | 0.02% | 268 |
|
|
2018
Q1 | $54K | Hold |
405
| – | – | 0.02% | 292 |
|
|
2017
Q4 | $60K | Hold |
405
| – | – | 0.02% | 282 |
|
|
2017
Q3 | $53K | Sell |
405
-1,850
| -82% | -$249K | 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% | +$240K | 0.14% | 92 |
|
|
2016
Q1 | $51K | Hold |
405
| – | – | 0.03% | 190 |
|
|
2015
Q4 | $51K | Hold |
405
| – | – | 0.03% | 204 |
|
|
2015
Q3 | $47K | Hold |
405
| – | – | 0.03% | 206 |
|
|
2015
Q2 | $42K | Hold |
405
| – | – | 0.03% | 225 |
|
|
2015
Q1 | $45K | Hold |
405
| – | – | 0.03% | 214 |
|
|
2014
Q4 | $42K | Hold |
405
| – | – | 0.03% | 209 |
|
|
2014
Q3 | $39K | Buy |
+405
| New | +$36.6K | 0.03% | 222 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 671 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 631 |
|
Other funds holding CLX
CRC
