Pathstone Family Office’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.2M | Buy |
9,144
+7,238
| +380% | +$949K | 0.01% | 640 |
|
2023
Q2 | $295K | Buy |
1,906
+117
| +7% | +$18.1K | ﹤0.01% | 968 |
|
2023
Q1 | $272K | Sell |
1,789
-824
| -32% | -$125K | ﹤0.01% | 957 |
|
2022
Q4 | $379K | Sell |
2,613
-2,144
| -45% | -$311K | ﹤0.01% | 1202 |
|
2022
Q3 | $611K | Buy |
4,757
+3,146
| +195% | +$404K | 0.01% | 986 |
|
2022
Q2 | $227K | Buy |
+1,611
| New | +$227K | 0.01% | 905 |
|
2021
Q1 | – | Sell |
-63
| Closed | -$13K | – | 771 |
|
2020
Q4 | $13K | Buy |
63
+18
| +40% | +$3.71K | ﹤0.01% | 806 |
|
2020
Q3 | $9K | Hold |
45
| – | – | ﹤0.01% | 613 |
|
2020
Q2 | $10K | Buy |
+45
| New | +$10K | ﹤0.01% | 512 |
|
2017
Q2 | – | Sell |
-15
| Closed | -$2K | – | 430 |
|
2017
Q1 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 374 |
|