SLWA
San Luis Wealth Advisors’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,549
| Closed | -$1.36M | – | 86 |
|
|
2023
Q2 | $1.36M | Sell |
8,549
-6,462
| -43% | -$1.03M | 0.48% | 56 |
|
|
2023
Q1 | $2.38M | Buy |
+15,011
| New | +$2.38M | 0.91% | 22 |
|
|
2022
Q2 | – | Sell |
-893
| Closed | -$156K | – | 135 |
|
|
2022
Q1 | $156K | Buy |
+893
| New | +$156K | 0.08% | 169 |
|
|
2020
Q4 | $510K | Buy |
+2,527
| New | +$510K | 0.33% | 80 |
|