LWS
Lucia Wealth Services’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $10.5M | Buy |
49,966
+1,157
| +2% | +$243K | 2.46% | 13 |
|
|
2020
Q2 | $10.7M | Sell |
48,809
-4,451
| -8% | -$976K | 2.83% | 12 |
|
|
2020
Q1 | $9.23M | Sell |
53,260
-686
| -1% | -$119K | 3.05% | 13 |
|
|
2019
Q4 | $8.28M | Buy |
53,946
+13,725
| +34% | +$2.11M | 2.54% | 10 |
|
|
2019
Q3 | $6.11M | Buy |
40,221
+1,022
| +3% | +$155K | 2.03% | 14 |
|
|
2019
Q2 | $6M | Sell |
39,199
-446
| -1% | -$68.3K | 2.07% | 15 |
|
|
2019
Q1 | $6.36M | Sell |
39,645
-1,012
| -2% | -$162K | 2.18% | 14 |
|
|
2018
Q4 | $6.27M | Sell |
40,657
-6,076
| -13% | -$937K | 2.95% | 10 |
|
|
2018
Q3 | $7.03M | Buy |
46,733
+1,722
| +4% | +$259K | 2.19% | 12 |
|
|
2018
Q2 | $6.09M | Buy |
45,011
+10,712
| +31% | +$1.45M | 2.67% | 9 |
|
|
2018
Q1 | $4.57M | Sell |
34,299
-6,902
| -17% | -$919K | 1.48% | 22 |
|
|
2017
Q4 | $6.13M | Buy |
+41,201
| New | +$6.13M | 2.71% | 11 |
|