Liberty Wealth Management’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,307
| Closed | -$207K | – | 197 |
|
|
2023
Q1 | $207K | Buy |
+1,307
| New | +$207K | 0.04% | 215 |
|
|
2022
Q3 | $593K | Buy |
4,622
+87
| +2% | +$11.2K | 0.16% | 75 |
|
|
2022
Q2 | $639K | Buy |
4,535
+132
| +3% | +$18.6K | 0.26% | 68 |
|
|
2022
Q1 | $612K | Buy |
4,403
+165
| +4% | +$22.9K | 0.22% | 68 |
|
|
2021
Q4 | $738 | Buy |
4,238
+58
| +1% | +$10 | 0.03% | 79 |
|
|
2021
Q3 | $692K | Buy |
4,180
+28
| +0.7% | +$4.64K | 0.25% | 62 |
|
|
2021
Q2 | $747K | Buy |
4,152
+48
| +1% | +$8.64K | 0.29% | 51 |
|
|
2021
Q1 | $862K | Hold |
4,104
| – | – | 0.42% | 36 |
|
|
2020
Q4 | $862K | Sell |
4,104
-128
| -3% | -$26.9K | 0.42% | 36 |
|
|
2020
Q3 | $890K | Buy |
4,232
+9
| +0.2% | +$1.89K | 0.52% | 30 |
|
|
2020
Q2 | $926K | Sell |
4,223
-161
| -4% | -$35.3K | 0.65% | 27 |
|
|
2020
Q1 | $725K | Sell |
4,384
-243
| -5% | -$40.2K | 0.63% | 30 |
|
|
2019
Q4 | $710K | Buy |
4,627
+28
| +0.6% | +$4.3K | 0.56% | 31 |
|
|
2019
Q3 | $698K | Sell |
4,599
-16
| -0.3% | -$2.43K | 0.66% | 30 |
|
|
2019
Q2 | $707K | Buy |
4,615
+566
| +14% | +$86.7K | 0.62% | 32 |
|
|
2019
Q1 | $649K | Sell |
4,049
-7
| -0.2% | -$1.12K | 0.49% | 27 |
|
|
2018
Q4 | $625K | Buy |
+4,056
| New | +$625K | 0.47% | 26 |
|