GCA
Gideon Capital Advisors’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,569
| Closed | -$542K | – | 281 |
|
|
2019
Q3 | $542K | Buy |
+3,569
| New | +$542K | 0.18% | 173 |
|
|
2019
Q2 | – | Sell |
-14,341
| Closed | -$2.3M | – | 297 |
|
|
2019
Q1 | $2.3M | Buy |
+14,341
| New | +$2.3M | 0.82% | 20 |
|
|
2018
Q4 | – | Sell |
-2,318
| Closed | -$349K | – | 388 |
|
|
2018
Q3 | $349K | Buy |
+2,318
| New | +$349K | 0.16% | 205 |
|
|
2018
Q1 | – | Sell |
-2,097
| Closed | -$312K | – | 360 |
|
|
2017
Q4 | $312K | Buy |
+2,097
| New | +$312K | 0.28% | 154 |
|
|
2017
Q3 | – | Sell |
-5,227
| Closed | -$696K | – | 285 |
|
|
2017
Q2 | $696K | Buy |
5,227
+1,921
| +58% | +$256K | 0.77% | 18 |
|
|
2017
Q1 | $446K | Buy |
+3,306
| New | +$446K | 0.27% | 136 |
|
|
2016
Q4 | – | Sell |
-8,490
| Closed | -$1.06M | – | 406 |
|
|
2016
Q3 | $1.06M | Sell |
8,490
-461
| -5% | -$57.7K | 0.64% | 54 |
|
|
2016
Q2 | $1.24M | Buy |
+8,951
| New | +$1.24M | 0.72% | 45 |
|
|
2016
Q1 | – | Sell |
-18,868
| Closed | -$2.39M | – | 157 |
|
|
2015
Q4 | $2.39M | Buy |
+18,868
| New | +$2.39M | 1.74% | 3 |
|
|
2015
Q3 | – | Sell |
-4,876
| Closed | -$507K | – | 239 |
|
|
2015
Q2 | $507K | Buy |
+4,876
| New | +$507K | 0.21% | 139 |
|
|
2014
Q2 | – | Sell |
-17,014
| Closed | -$1.5M | – | 253 |
|
|
2014
Q1 | $1.5M | Sell |
17,014
-9,491
| -36% | -$835K | 0.83% | 33 |
|
|
2013
Q4 | $2.46M | Buy |
+26,505
| New | +$2.46M | 1.46% | 8 |
|