Integrated Wealth Management’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,173
| Closed | -$147K | – | 365 |
|
|
2016
Q3 | $147K | Sell |
1,173
-33
| -3% | -$4.14K | 0.05% | 268 |
|
|
2016
Q2 | $167K | Hold |
1,206
| – | – | 0.06% | 237 |
|
|
2016
Q1 | $152K | Sell |
1,206
-49
| -4% | -$6.18K | 0.06% | 232 |
|
|
2015
Q4 | $159K | Hold |
1,255
| – | – | 0.07% | 222 |
|
|
2015
Q3 | $145K | Buy |
1,255
+905
| +259% | +$105K | 0.06% | 226 |
|
|
2015
Q2 | $36K | Buy |
350
+118
| +51% | +$12.1K | 0.01% | 453 |
|
|
2015
Q1 | $25K | Buy |
+232
| New | +$25K | 0.01% | 512 |
|