Nicola Wealth Management’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,487
| Closed | -$633K | – | 131 |
|
|
2022
Q2 | $633K | Buy |
4,487
+1,076
| +32% | +$152K | 0.06% | 118 |
|
|
2022
Q1 | $474K | Buy |
3,411
+1,209
| +55% | +$168K | 0.04% | 113 |
|
|
2021
Q4 | $385K | Buy |
2,202
+977
| +80% | +$171K | 0.04% | 116 |
|
|
2021
Q3 | $203K | Buy |
+1,225
| New | +$203K | 0.02% | 115 |
|
|
2021
Q1 | – | Sell |
-2,717
| Closed | -$548K | – | 114 |
|
|
2020
Q4 | $548K | Sell |
2,717
-383
| -12% | -$77.2K | 0.07% | 104 |
|
|
2020
Q3 | $652K | Sell |
3,100
-4,000
| -56% | -$841K | 0.09% | 108 |
|
|
2020
Q2 | $1.56M | Hold |
7,100
| – | – | 0.22% | 94 |
|
|
2020
Q1 | $1.73M | Sell |
7,100
-3,200
| -31% | -$780K | 0.26% | 87 |
|
|
2019
Q4 | $2.05M | Hold |
10,300
| – | – | 0.31% | 83 |
|
|
2019
Q3 | $2.07M | Sell |
10,300
-400
| -4% | -$80.5K | 0.32% | 81 |
|
|
2019
Q2 | $2.15M | Sell |
10,700
-2,400
| -18% | -$481K | 0.36% | 80 |
|
|
2019
Q1 | $2.81M | Sell |
13,100
-3,400
| -21% | -$729K | 0.42% | 80 |
|
|
2018
Q4 | $3.47M | Sell |
16,500
-4,200
| -20% | -$884K | 0.57% | 69 |
|
|
2018
Q3 | $4.02M | Buy |
20,700
+300
| +1% | +$58.3K | 0.69% | 61 |
|
|
2018
Q2 | $3.63M | Buy |
20,400
+1,300
| +7% | +$231K | 0.7% | 50 |
|
|
2018
Q1 | $2.54M | Buy |
+19,100
| New | +$2.54M | 0.51% | 75 |
|