Heartwood Wealth Advisors’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,546
| Closed | -$228K | – | 184 |
|
|
2025
Q1 | $228K | Sell |
1,546
-514
| -25% | -$75.7K | 0.03% | 165 |
|
|
2024
Q4 | $335K | Buy |
2,060
+1
| +0% | +$162 | 0.04% | 127 |
|
|
2024
Q3 | $335K | Sell |
2,059
-133
| -6% | -$21.7K | 0.04% | 126 |
|
|
2024
Q2 | $299K | Buy |
2,192
+150
| +7% | +$20.5K | 0.04% | 134 |
|
|
2024
Q1 | $313K | Hold |
2,042
| – | – | 0.04% | 114 |
|
|
2023
Q4 | $291K | Hold |
2,042
| – | – | 0.04% | 112 |
|
|
2023
Q3 | $268K | Buy |
2,042
+500
| +32% | +$65.5K | 0.04% | 113 |
|
|
2023
Q2 | $245K | Hold |
1,542
| – | – | 0.03% | 122 |
|
|
2023
Q1 | $244K | Hold |
1,542
| – | – | 0.04% | 112 |
|
|
2022
Q4 | $216K | Buy |
+1,542
| New | +$216K | 0.03% | 117 |
|
|
2022
Q3 | – | Sell |
-1,544
| Closed | -$218K | – | 112 |
|
|
2022
Q2 | $218K | Hold |
1,544
| – | – | 0.04% | 108 |
|
|
2022
Q1 | $215K | Buy |
+1,544
| New | +$215K | 0.03% | 113 |
|