Moneta Group Investment Advisors’s Clorox CLX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,363	Closed	-$217K	–	533
2023 Q2	$217K	Buy	+1,363	New	+$220K	﹤0.01%	490
2020 Q1	–	Sell	-417	Closed	-$64K	–	244
2019 Q4	$64K	Sell	417 -143	-26%	-$21.4K	0.01%	258
2019 Q3	$85K	Buy	+560	New	+$88.5K	0.01%	255
2019 Q2	–	Sell	-1,390	Closed	-$223K	–	252
2019 Q1	$223K	Buy	+1,390	New	+$216K	0.02%	199
2018 Q3	–	Sell	-284	Closed	-$38K	–	261
2018 Q2	$38K	Sell	284 -26,545	-99%	-$3.28M	﹤0.01%	324
2018 Q1	$31K	Buy	26,829 +26,759	+38,227%	+$3.59M	﹤0.01%	357
2017 Q4	$10K	Buy	+70	New	+$9.52K	﹤0.01%	342
2015 Q4	–	Sell	-89	Closed	-$10K	–	192
2015 Q3	$10K	Buy	+89	New	+$9.99K	﹤0.01%	413