KFP
Keystone Financial Planning’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,527
| Closed | -$230K | – | 47 |
|
|
2018
Q3 | $230K | Sell |
1,527
-11,517
| -88% | -$1.73M | 0.12% | 45 |
|
|
2018
Q2 | $1.76M | Buy |
13,044
+5,392
| +70% | +$729K | 0.97% | 35 |
|
|
2018
Q1 | $1.02M | Buy |
+7,652
| New | +$1.02M | 0.57% | 40 |
|
|
2014
Q2 | – | Sell |
-4,671
| Closed | -$411K | – | 48 |
|
|
2014
Q1 | $411K | Buy |
+4,671
| New | +$411K | 0.32% | 46 |
|