LWM
Lyons Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5,807
| Closed | -$696K | – | 43 |
|
|
2016
Q4 | $696K | Sell |
5,807
-384
| -6% | -$46K | 0.95% | 32 |
|
|
2016
Q3 | $779K | Buy |
+6,191
| New | +$779K | 1.07% | 26 |
|
|
2016
Q2 | – | Sell |
-6,206
| Closed | -$783K | – | 47 |
|
|
2016
Q1 | $783K | Sell |
6,206
-1,233
| -17% | -$156K | 1.12% | 25 |
|
|
2015
Q4 | $945K | Sell |
7,439
-1,601
| -18% | -$203K | 1.21% | 16 |
|
|
2015
Q3 | $1.04M | Sell |
9,040
-418
| -4% | -$48.3K | 1.34% | 10 |
|
|
2015
Q2 | $984K | Sell |
9,458
-1,208
| -11% | -$126K | 1.12% | 17 |
|
|
2015
Q1 | $1.18M | Buy |
+10,666
| New | +$1.18M | 1.28% | 14 |
|