Mosaic Family Wealth’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,450
| Closed | -$240K | – | 179 |
|
|
2021
Q3 | $240K | Buy |
+1,450
| New | +$240K | 0.07% | 150 |
|
|
2019
Q2 | – | Sell |
-799
| Closed | -$128K | – | 246 |
|
|
2019
Q1 | $128K | Hold |
799
| – | – | 0.05% | 199 |
|
|
2018
Q4 | $123K | Buy |
799
+8
| +1% | +$1.23K | 0.05% | 196 |
|
|
2018
Q3 | $126K | Buy |
791
+590
| +294% | +$94K | 0.05% | 195 |
|
|
2018
Q2 | $27K | Buy |
201
+93
| +86% | +$12.5K | 0.01% | 412 |
|
|
2018
Q1 | $14K | Sell |
108
-642
| -86% | -$83.2K | 0.01% | 489 |
|
|
2017
Q4 | $112K | Sell |
750
-1,320
| -64% | -$197K | 0.04% | 218 |
|
|
2017
Q3 | $271K | Buy |
2,070
+37
| +2% | +$4.84K | 0.11% | 148 |
|
|
2017
Q2 | $271K | Buy |
2,033
+76
| +4% | +$10.1K | 0.11% | 144 |
|
|
2017
Q1 | $264K | Buy |
1,957
+136
| +7% | +$18.3K | 0.11% | 143 |
|
|
2016
Q4 | $219K | Buy |
1,821
+38
| +2% | +$4.57K | 0.1% | 156 |
|
|
2016
Q3 | $223K | Buy |
1,783
+109
| +7% | +$13.6K | 0.1% | 156 |
|
|
2016
Q2 | $230K | Buy |
1,674
+196
| +13% | +$26.9K | 0.11% | 151 |
|
|
2016
Q1 | $186K | Buy |
1,478
+237
| +19% | +$29.8K | 0.09% | 151 |
|
|
2015
Q4 | $157K | Buy |
+1,241
| New | +$157K | 0.07% | 165 |
|