KLI
Kelman-Lazarov Inc’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,853
| Closed | -$899K | – | 79 |
|
|
2019
Q4 | $899K | Sell |
5,853
-642
| -10% | -$98.6K | 0.4% | 41 |
|
|
2019
Q3 | $986K | Sell |
6,495
-100
| -2% | -$15.2K | 0.49% | 36 |
|
|
2019
Q2 | $1.01M | Sell |
6,595
-340
| -5% | -$52.1K | 0.52% | 35 |
|
|
2019
Q1 | $1.11M | Sell |
6,935
-350
| -5% | -$56.2K | 0.59% | 32 |
|
|
2018
Q4 | $1.12M | Sell |
7,285
-270
| -4% | -$41.6K | 0.7% | 33 |
|
|
2018
Q3 | $1.14M | Sell |
7,555
-120
| -2% | -$18K | 0.66% | 44 |
|
|
2018
Q2 | $1.04M | Sell |
7,675
-75
| -1% | -$10.1K | 0.56% | 51 |
|
|
2018
Q1 | $1.03M | Hold |
7,750
| – | – | 0.55% | 52 |
|
|
2017
Q4 | $1.15M | Sell |
7,750
-750
| -9% | -$112K | 0.59% | 48 |
|
|
2017
Q3 | $1.12M | Sell |
8,500
-1,875
| -18% | -$247K | 0.59% | 52 |
|
|
2017
Q2 | $1.38M | Sell |
10,375
-435
| -4% | -$57.9K | 0.76% | 41 |
|
|
2017
Q1 | $1.46M | Sell |
10,810
-750
| -6% | -$101K | 0.94% | 34 |
|
|
2016
Q4 | $1.39M | Hold |
11,560
| – | – | 0.78% | 38 |
|
|
2016
Q3 | $1.41M | Sell |
11,560
-50
| -0.4% | -$6.1K | 0.8% | 36 |
|
|
2016
Q2 | $1.59M | Sell |
11,610
-200
| -2% | -$27.4K | 0.91% | 34 |
|
|
2016
Q1 | $1.5M | Buy |
+11,810
| New | +$1.5M | 0.88% | 34 |
|