JWM
JGP Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-28,274
| Closed | -$3.56M | – | 146 |
|
|
2022
Q3 | $3.56M | Buy |
28,274
+973
| +4% | +$122K | 0.75% | 43 |
|
|
2022
Q2 | $4M | Buy |
27,301
+1,039
| +4% | +$152K | 0.81% | 43 |
|
|
2022
Q1 | $3.85M | Buy |
26,262
+2,128
| +9% | +$312K | 0.71% | 42 |
|
|
2021
Q4 | $4.28M | Buy |
24,134
+1,598
| +7% | +$284K | 0.8% | 40 |
|
|
2021
Q3 | $3.73M | Buy |
22,536
+475
| +2% | +$78.7K | 0.81% | 39 |
|
|
2021
Q2 | $3.97M | Buy |
22,061
+1,004
| +5% | +$181K | 0.85% | 40 |
|
|
2021
Q1 | $4.06M | Buy |
21,057
+281
| +1% | +$54.2K | 0.91% | 41 |
|
|
2020
Q4 | $3.98M | Buy |
20,776
+860
| +4% | +$165K | 0.92% | 41 |
|
|
2020
Q3 | $4.29M | Buy |
19,916
+483
| +2% | +$104K | 1.14% | 32 |
|
|
2020
Q2 | $4.38M | Buy |
19,433
+582
| +3% | +$131K | 1.29% | 30 |
|
|
2020
Q1 | $3.41M | Sell |
18,851
-655
| -3% | -$119K | 1.21% | 33 |
|
|
2019
Q4 | $2.99M | Buy |
19,506
+2,369
| +14% | +$363K | 0.88% | 47 |
|
|
2019
Q3 | $2.56M | Buy |
17,137
+280
| +2% | +$41.8K | 0.89% | 47 |
|
|
2019
Q2 | $2.58M | Buy |
16,857
+374
| +2% | +$57.3K | 0.91% | 50 |
|
|
2019
Q1 | $2.65M | Sell |
16,483
-292
| -2% | -$46.9K | 1% | 49 |
|
|
2018
Q4 | $2.59M | Buy |
16,775
+291
| +2% | +$44.9K | 1.07% | 43 |
|
|
2018
Q3 | $2.48M | Buy |
16,484
+180
| +1% | +$27.1K | 0.99% | 47 |
|
|
2018
Q2 | $2.21M | Buy |
+16,304
| New | +$2.21M | 0.92% | 51 |
|