Rowland Carmichael Advisors’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $667K | Hold |
3,301
| – | – | 0.21% | 109 |
|
|
2020
Q3 | $694K | Hold |
3,301
| – | – | 0.27% | 96 |
|
|
2020
Q2 | $724K | Sell |
3,301
-230
| -7% | -$50.4K | 0.31% | 85 |
|
|
2020
Q1 | $612K | Hold |
3,531
| – | – | 0.31% | 90 |
|
|
2019
Q4 | $542K | Buy |
3,531
+3
| +0.1% | +$460 | 0.19% | 135 |
|
|
2019
Q3 | $536K | Buy |
3,528
+18
| +0.5% | +$2.74K | 0.18% | 132 |
|
|
2019
Q2 | $537K | Hold |
3,510
| – | – | 0.19% | 139 |
|
|
2019
Q1 | $563K | Sell |
3,510
-320
| -8% | -$51.3K | 0.21% | 131 |
|
|
2018
Q4 | $590K | Hold |
3,830
| – | – | 0.26% | 102 |
|
|
2018
Q3 | $576K | Hold |
3,830
| – | – | 0.22% | 117 |
|
|
2018
Q2 | $518K | Sell |
3,830
-420
| -10% | -$56.8K | 0.22% | 116 |
|
|
2018
Q1 | $566K | Sell |
4,250
-151
| -3% | -$20.1K | 0.31% | 99 |
|
|
2017
Q4 | $655K | Buy |
4,401
+571
| +15% | +$85K | 0.34% | 93 |
|
|
2017
Q3 | $505K | Hold |
3,830
| – | – | 0.28% | 117 |
|
|
2017
Q2 | $510K | Hold |
3,830
| – | – | 0.3% | 107 |
|
|
2017
Q1 | $516K | Hold |
3,830
| – | – | 0.31% | 102 |
|
|
2016
Q4 | $460K | Sell |
3,830
-155
| -4% | -$18.6K | 0.27% | 118 |
|
|
2016
Q3 | $499K | Hold |
3,985
| – | – | 0.32% | 104 |
|
|
2016
Q2 | $551K | Buy |
3,985
+1,020
| +34% | +$141K | 0.35% | 97 |
|
|
2016
Q1 | $374K | Buy |
+2,965
| New | +$374K | 0.35% | 98 |
|