IWA
IBEX Wealth Advisors’s Clorox CLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-122
| Closed | -$16.6K | – | 103 |
|
2024
Q2 | $16.6K | Buy |
+122
| New | +$16.6K | ﹤0.01% | 204 |
|
2021
Q4 | – | Sell |
-122
| Closed | -$20K | – | 231 |
|
2021
Q3 | $20K | Buy |
+122
| New | +$20K | ﹤0.01% | 316 |
|
2019
Q3 | – | Sell |
-136
| Closed | -$20K | – | 125 |
|
2019
Q2 | $20K | Buy |
+136
| New | +$20K | 0.01% | 269 |
|
2017
Q1 | – | Sell |
-136
| Closed | -$17K | – | 125 |
|
2016
Q4 | $17K | Buy |
+136
| New | +$17K | 0.01% | 233 |
|