RWA
Ropes Wealth Advisors’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,395
| Closed | -$222K | – | 255 |
|
|
2023
Q2 | $222K | Buy |
+1,395
| New | +$222K | 0.04% | 262 |
|
|
2021
Q1 | – | Sell |
-122
| Closed | -$25K | – | 344 |
|
|
2020
Q4 | $25K | Hold |
122
| – | – | ﹤0.01% | 461 |
|
|
2020
Q3 | $26K | Hold |
122
| – | – | 0.01% | 396 |
|
|
2020
Q2 | $27K | Hold |
122
| – | – | 0.01% | 366 |
|
|
2020
Q1 | $21K | Hold |
122
| – | – | 0.01% | 359 |
|
|
2019
Q4 | $19K | Hold |
122
| – | – | ﹤0.01% | 419 |
|
|
2019
Q3 | $19K | Hold |
122
| – | – | ﹤0.01% | 436 |
|
|
2019
Q2 | $19K | Hold |
122
| – | – | ﹤0.01% | 433 |
|
|
2019
Q1 | $20K | Hold |
122
| – | – | 0.01% | 404 |
|
|
2018
Q4 | $19K | Hold |
122
| – | – | 0.01% | 380 |
|
|
2018
Q3 | $18K | Hold |
122
| – | – | ﹤0.01% | 409 |
|
|
2018
Q2 | $17K | Hold |
122
| – | – | ﹤0.01% | 430 |
|
|
2018
Q1 | $16K | Hold |
122
| – | – | ﹤0.01% | 421 |
|
|
2017
Q4 | $18K | Hold |
122
| – | – | ﹤0.01% | 456 |
|
|
2017
Q3 | $16K | Hold |
122
| – | – | ﹤0.01% | 439 |
|
|
2017
Q2 | $16K | Sell |
122
-2
| -2% | -$262 | ﹤0.01% | 412 |
|
|
2017
Q1 | $17K | Buy |
124
+2
| +2% | +$274 | ﹤0.01% | 413 |
|
|
2016
Q4 | $15K | Hold |
122
| – | – | ﹤0.01% | 421 |
|
|
2016
Q3 | $15K | Hold |
122
| – | – | 0.01% | 385 |
|
|
2016
Q2 | $17K | Sell |
122
-55
| -31% | -$7.66K | 0.01% | 336 |
|
|
2016
Q1 | $22K | Buy |
177
+47
| +36% | +$5.84K | 0.01% | 273 |
|
|
2015
Q4 | $16K | Buy |
130
+8
| +7% | +$985 | 0.01% | 317 |
|
|
2015
Q3 | $14K | Hold |
122
| – | – | 0.01% | 327 |
|
|
2015
Q2 | $13K | Hold |
122
| – | – | 0.01% | 242 |
|
|
2015
Q1 | $13K | Buy |
+122
| New | +$13K | 0.01% | 249 |
|