PWAG
Polaris Wealth Advisory Group’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-117,174
| Closed | -$25.7M | – | 159 |
|
|
2020
Q2 | $25.7M | Sell |
117,174
-10,396
| -8% | -$2.28M | 2.03% | 11 |
|
|
2020
Q1 | $22.1M | Buy |
+127,570
| New | +$22.1M | 2.4% | 17 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$13K | – | 280 |
|
|
2018
Q1 | $13K | Buy |
+100
| New | +$13K | ﹤0.01% | 334 |
|