MWM
Mascoma Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8K | Hold |
40
| – | – | ﹤0.01% | 383 |
|
|
2025
Q1 | $5.89K | Hold |
40
| – | – | ﹤0.01% | 382 |
|
|
2024
Q4 | $6.5K | Hold |
40
| – | – | ﹤0.01% | 383 |
|
|
2024
Q3 | $6.52K | Hold |
40
| – | – | ﹤0.01% | 364 |
|
|
2024
Q2 | $5.46K | Hold |
40
| – | – | ﹤0.01% | 401 |
|
|
2024
Q1 | $6.12K | Hold |
40
| – | – | ﹤0.01% | 364 |
|
|
2023
Q4 | $5.7K | Hold |
40
| – | – | ﹤0.01% | 378 |
|
|
2023
Q3 | $5.24K | Hold |
40
| – | – | ﹤0.01% | 388 |
|
|
2023
Q2 | $6.48K | Sell |
40
-25
| -38% | -$4.05K | ﹤0.01% | 364 |
|
|
2023
Q1 | $10.8K | Sell |
65
-8
| -11% | -$1.33K | ﹤0.01% | 398 |
|
|
2022
Q4 | $10.2K | Buy |
73
+8
| +12% | +$1.12K | ﹤0.01% | 407 |
|
|
2022
Q3 | $8K | Hold |
65
| – | – | ﹤0.01% | 424 |
|
|
2022
Q2 | $9K | Hold |
65
| – | – | ﹤0.01% | 428 |
|
|
2022
Q1 | $9K | Hold |
65
| – | – | ﹤0.01% | 451 |
|
|
2021
Q4 | $11K | Hold |
65
| – | – | ﹤0.01% | 394 |
|
|
2021
Q3 | $11K | Buy |
+65
| New | +$11K | ﹤0.01% | 338 |
|
|
2018
Q4 | – | Sell |
-866
| Closed | -$130K | – | 375 |
|
|
2018
Q3 | $130K | Hold |
866
| – | – | 0.09% | 101 |
|
|
2018
Q2 | $117K | Hold |
866
| – | – | 0.08% | 98 |
|
|
2018
Q1 | $115K | Hold |
866
| – | – | 0.08% | 102 |
|
|
2017
Q4 | $113K | Hold |
866
| – | – | 0.07% | 102 |
|
|
2017
Q3 | $114K | Hold |
866
| – | – | 0.08% | 103 |
|
|
2017
Q2 | $115K | Hold |
866
| – | – | 0.08% | 104 |
|
|
2017
Q1 | $117K | Hold |
866
| – | – | 0.08% | 91 |
|
|
2016
Q4 | $104K | Buy |
+866
| New | +$104K | 0.08% | 102 |
|