MGIA
Moneta Group Investment Advisors’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,363
| Closed | -$217K | – | 533 |
|
|
2023
Q2 | $217K | Buy |
+1,363
| New | +$217K | ﹤0.01% | 490 |
|
|
2020
Q1 | – | Sell |
-417
| Closed | -$64K | – | 244 |
|
|
2019
Q4 | $64K | Sell |
417
-143
| -26% | -$21.9K | 0.01% | 258 |
|
|
2019
Q3 | $85K | Buy |
+560
| New | +$85K | 0.01% | 255 |
|
|
2019
Q2 | – | Sell |
-1,390
| Closed | -$223K | – | 252 |
|
|
2019
Q1 | $223K | Buy |
+1,390
| New | +$223K | 0.02% | 199 |
|
|
2018
Q3 | – | Sell |
-284
| Closed | -$38K | – | 258 |
|
|
2018
Q2 | $38K | Sell |
284
-26,545
| -99% | -$3.55M | ﹤0.01% | 324 |
|
|
2018
Q1 | $31K | Buy |
26,829
+26,759
| +38,227% | +$30.9K | ﹤0.01% | 353 |
|
|
2017
Q4 | $10K | Buy |
+70
| New | +$10K | ﹤0.01% | 335 |
|
|
2015
Q4 | – | Sell |
-89
| Closed | -$10K | – | 192 |
|
|
2015
Q3 | $10K | Buy |
+89
| New | +$10K | ﹤0.01% | 413 |
|