IWA
IVC Wealth Advisors’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Sell |
2,433
-90
| -4% | -$10.8K | 0.14% | 129 |
|
|
2025
Q1 | $372K | Buy |
2,523
+1
| +0% | +$147 | 0.2% | 101 |
|
|
2024
Q4 | $410K | Sell |
2,522
-265
| -10% | -$43K | 0.23% | 84 |
|
|
2024
Q3 | $454K | Hold |
2,787
| – | – | 0.25% | 87 |
|
|
2024
Q2 | $380K | Buy |
2,787
+100
| +4% | +$13.6K | 0.21% | 103 |
|
|
2024
Q1 | $411K | Sell |
2,687
-150
| -5% | -$23K | 0.24% | 98 |
|
|
2023
Q4 | $405K | Buy |
2,837
+97
| +4% | +$13.8K | 0.25% | 89 |
|
|
2023
Q3 | $359K | Buy |
2,740
+35
| +1% | +$4.59K | 0.24% | 98 |
|
|
2023
Q2 | $430K | Sell |
2,705
-100
| -4% | -$15.9K | 0.27% | 90 |
|
|
2023
Q1 | $444K | Sell |
2,805
-361
| -11% | -$57.1K | 0.31% | 77 |
|
|
2022
Q4 | $444K | Sell |
3,166
-1
| -0% | -$140 | 0.33% | 78 |
|
|
2022
Q3 | $407K | Buy |
3,167
+110
| +4% | +$14.1K | 0.33% | 72 |
|
|
2022
Q2 | $431K | Buy |
3,057
+72
| +2% | +$10.2K | 0.33% | 71 |
|
|
2022
Q1 | $415K | Sell |
2,985
-559
| -16% | -$77.7K | 0.27% | 92 |
|
|
2021
Q4 | $618K | Sell |
3,544
-58
| -2% | -$10.1K | 0.4% | 64 |
|
|
2021
Q3 | $597K | Sell |
3,602
-35
| -1% | -$5.8K | 0.41% | 65 |
|
|
2021
Q2 | $654K | Buy |
3,637
+366
| +11% | +$65.8K | 0.46% | 60 |
|
|
2021
Q1 | $631K | Buy |
3,271
+585
| +22% | +$113K | 0.5% | 58 |
|
|
2020
Q4 | $542K | Buy |
+2,686
| New | +$542K | 0.52% | 55 |
|