Genovese Burford & Brothers Wealth & Retirement Plan Management’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-340
| Closed | -$46K | – | 137 |
|
|
2018
Q2 | $46K | Hold |
340
| – | – | 0.02% | 183 |
|
|
2018
Q1 | $45K | Buy |
+340
| New | +$45K | 0.02% | 181 |
|
|
2017
Q4 | – | Sell |
-760
| Closed | -$100K | – | 283 |
|
|
2017
Q3 | $100K | Sell |
760
-100
| -12% | -$13.2K | 0.04% | 95 |
|
|
2017
Q2 | $114K | Hold |
860
| – | – | 0.05% | 90 |
|
|
2017
Q1 | $116K | Sell |
860
-300
| -26% | -$40.5K | 0.05% | 90 |
|
|
2016
Q4 | $140K | Buy |
1,160
+300
| +35% | +$36.2K | 0.04% | 89 |
|
|
2016
Q3 | $107K | Hold |
860
| – | – | 0.04% | 99 |
|
|
2016
Q2 | $119K | Hold |
860
| – | – | 0.05% | 92 |
|
|
2016
Q1 | $108K | Hold |
860
| – | – | 0.05% | 88 |
|
|
2015
Q4 | $109K | Buy |
+860
| New | +$109K | 0.05% | 82 |
|