LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s Clorox CLX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-45	Closed	-$6.32K	–	602
2022 Q4	$6.32K	Sell	45 -12	-21%	-$1.68K	﹤0.01%	518
2022 Q3	$7K	Hold	57	–	–	﹤0.01%	541
2022 Q2	$8K	Buy	57 +12	+27%	+$1.68K	﹤0.01%	557
2022 Q1	$6K	Hold	45	–	–	﹤0.01%	572
2021 Q4	$8K	Hold	45	–	–	﹤0.01%	626
2021 Q3	$7K	Hold	45	–	–	﹤0.01%	632
2021 Q2	$8K	Buy	+45	New	+$8K	﹤0.01%	666
2021 Q1	–	Sell	-55	Closed	-$11K	–	384
2020 Q4	$11K	Hold	55	–	–	﹤0.01%	553
2020 Q3	$12K	Hold	55	–	–	﹤0.01%	502
2020 Q2	$12K	Sell	55 -400	-88%	-$87.3K	﹤0.01%	488
2020 Q1	$79K	Hold	455	–	–	﹤0.01%	322
2019 Q4	$70K	Buy	455 +400	+727%	+$61.5K	﹤0.01%	386
2019 Q3	$8K	Hold	55	–	–	﹤0.01%	581
2019 Q2	$8K	Hold	55	–	–	﹤0.01%	574
2019 Q1	$9K	Hold	55	–	–	﹤0.01%	563
2018 Q4	$8K	Hold	55	–	–	﹤0.01%	574
2018 Q3	$8K	Hold	55	–	–	﹤0.01%	543
2018 Q2	$7K	Hold	55	–	–	﹤0.01%	567
2018 Q1	$7K	Sell	55 -29	-35%	-$3.69K	﹤0.01%	600
2017 Q4	$12K	Hold	84	–	–	﹤0.01%	557
2017 Q3	$11K	Buy	84 +5	+6%	+$655	﹤0.01%	551
2017 Q2	$11K	Buy	79 +24	+44%	+$3.34K	﹤0.01%	537
2017 Q1	$7K	Hold	55	–	–	﹤0.01%	570
2016 Q4	$7K	Hold	55	–	–	﹤0.01%	551
2016 Q3	$7K	Hold	55	–	–	﹤0.01%	564
2016 Q2	$8K	Buy	+55	New	+$8K	﹤0.01%	557
2014 Q2	–	Sell	-155	Closed	-$14K	–	622
2014 Q1	$14K	Hold	155	–	–	﹤0.01%	517
2013 Q4	$14K	Hold	155	–	–	﹤0.01%	500
2013 Q3	$13K	Hold	155	–	–	﹤0.01%	470
2013 Q2	$13K	Buy	+155	New	+$13K	﹤0.01%	510