SWM
Selective Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-300
| Closed | -$39K | – | 217 |
|
|
2022
Q3 | $39K | Hold |
300
| – | – | 0.02% | 323 |
|
|
2022
Q2 | $42K | Sell |
300
-100
| -25% | -$14K | 0.01% | 350 |
|
|
2022
Q1 | $56K | Hold |
400
| – | – | 0.02% | 283 |
|
|
2021
Q4 | $70K | Hold |
400
| – | – | 0.03% | 232 |
|
|
2021
Q3 | $66K | Hold |
400
| – | – | 0.04% | 231 |
|
|
2021
Q2 | $72K | Sell |
400
-100
| -20% | -$18K | 0.06% | 147 |
|
|
2021
Q1 | $96K | Buy |
500
+100
| +25% | +$19.2K | 0.09% | 86 |
|
|
2020
Q4 | $81K | Hold |
400
| – | – | 0.05% | 85 |
|
|
2020
Q3 | $84K | Hold |
400
| – | – | 0.07% | 82 |
|
|
2020
Q2 | $88K | Buy |
+400
| New | +$88K | 0.07% | 76 |
|