PFGIA
Patriot Financial Group Insurance Agency’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,086
| Closed | -$293K | – | 461 |
|
|
2022
Q4 | $293K | Buy |
2,086
+61
| +3% | +$8.56K | 0.04% | 318 |
|
|
2022
Q3 | $260K | Sell |
2,025
-629
| -24% | -$80.8K | 0.06% | 326 |
|
|
2022
Q2 | $374K | Buy |
2,654
+24
| +0.9% | +$3.38K | 0.08% | 256 |
|
|
2022
Q1 | $366K | Sell |
2,630
-511
| -16% | -$71.1K | 0.07% | 294 |
|
|
2021
Q4 | $548K | Sell |
3,141
-1,838
| -37% | -$321K | 0.09% | 224 |
|
|
2021
Q3 | $825K | Sell |
4,979
-1,809
| -27% | -$300K | 0.15% | 153 |
|
|
2021
Q2 | $1.22M | Buy |
6,788
+74
| +1% | +$13.3K | 0.22% | 108 |
|
|
2021
Q1 | $1.3M | Sell |
6,714
-342
| -5% | -$66K | 0.3% | 67 |
|
|
2020
Q4 | $1.43M | Buy |
7,056
+3,780
| +115% | +$763K | 0.36% | 50 |
|
|
2020
Q3 | $689K | Buy |
3,276
+77
| +2% | +$16.2K | 0.22% | 98 |
|
|
2020
Q2 | $702K | Sell |
3,199
-785
| -20% | -$172K | 0.27% | 88 |
|
|
2020
Q1 | $690K | Sell |
3,984
-409
| -9% | -$70.8K | 0.32% | 68 |
|
|
2019
Q4 | $675K | Sell |
4,393
-5
| -0.1% | -$768 | 0.25% | 78 |
|
|
2019
Q3 | $668K | Sell |
4,398
-20
| -0.5% | -$3.04K | 0.3% | 66 |
|
|
2019
Q2 | $681K | Buy |
4,418
+9
| +0.2% | +$1.39K | 0.29% | 56 |
|
|
2019
Q1 | $708K | Sell |
4,409
-541
| -11% | -$86.9K | 0.36% | 45 |
|
|
2018
Q4 | $763K | Buy |
4,950
+729
| +17% | +$112K | 0.5% | 36 |
|
|
2018
Q3 | $635K | Sell |
4,221
-4,107
| -49% | -$618K | 0.38% | 39 |
|
|
2018
Q2 | $1.13M | Buy |
8,328
+3,556
| +75% | +$481K | 1.2% | 14 |
|
|
2018
Q1 | $1.13M | Sell |
4,772
-4,000
| -46% | -$946K | 0.84% | 19 |
|
|
2017
Q4 | $1.28M | Sell |
8,772
-418
| -5% | -$61.2K | 0.96% | 19 |
|
|
2017
Q3 | $1.18M | Hold |
9,190
| – | – | 1.05% | 14 |
|
|
2017
Q2 | $1.23M | Hold |
9,190
| – | – | 1.28% | 11 |
|
|
2017
Q1 | $1.23M | Buy |
9,190
+4,595
| +100% | +$617K | 1.3% | 11 |
|
|
2016
Q4 | $558K | Buy |
+4,595
| New | +$558K | 0.76% | 18 |
|