Shelton Capital Management’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,379
| Closed | -$562K | – | 688 |
|
|
2022
Q3 | $562K | Sell |
4,379
-370
| -8% | -$53.4K | 0.03% | 289 |
|
|
2022
Q2 | $670K | Sell |
4,749
-1,600
| -25% | -$229K | 0.03% | 283 |
|
|
2022
Q1 | $883K | Hold |
6,349
| – | – | 0.03% | 284 |
|
|
2021
Q4 | $1.11M | Sell |
6,349
-84
| -1% | -$14K | 0.04% | 267 |
|
|
2021
Q3 | $1.06M | Buy |
6,433
+170
| +3% | +$29.3K | 0.04% | 269 |
|
|
2021
Q2 | $1.13M | Hold |
6,263
| – | – | 0.04% | 266 |
|
|
2021
Q1 | $1.21M | Hold |
6,263
| – | – | 0.04% | 278 |
|
|
2020
Q4 | $1.26M | Buy |
6,263
+300
| +5% | +$62.1K | 0.06% | 247 |
|
|
2020
Q3 | $1.25M | Sell |
5,963
-371
| -6% | -$82.6K | 0.05% | 320 |
|
|
2020
Q2 | $1.39M | Sell |
6,334
-80
| -1% | -$16K | 0.08% | 215 |
|
|
2020
Q1 | $1.11M | Hold |
6,414
| – | – | 0.09% | 208 |
|
|
2019
Q4 | $985K | Hold |
6,414
| – | – | 0.05% | 243 |
|
|
2019
Q3 | $974K | Hold |
6,414
| – | – | 0.06% | 228 |
|
|
2019
Q2 | $982K | Buy |
6,414
+5,385
| +523% | +$823K | 0.06% | 237 |
|
|
2019
Q1 | $6.41K | Sell |
1,029
-5,385
| -84% | -$835K | 0.03% | 523 |
|
|
2018
Q4 | $989K | Hold |
6,414
| – | – | 0.07% | 222 |
|
|
2018
Q3 | $965K | Buy |
6,414
+1,500
| +31% | +$213K | 0.06% | 241 |
|
|
2018
Q2 | $665K | Sell |
4,914
-540
| -10% | -$66.7K | 0.04% | 287 |
|
|
2018
Q1 | $726K | Hold |
5,454
| – | – | 0.05% | 275 |
|
|
2017
Q4 | $811K | Hold |
5,454
| – | – | 0.05% | 269 |
|
|
2017
Q3 | $719K | Sell |
5,454
-100
| -2% | -$13.4K | 0.05% | 280 |
|
|
2017
Q2 | $740K | Sell |
5,554
-128
| -2% | -$17.3K | 0.05% | 273 |
|
|
2017
Q1 | $766K | Sell |
5,682
-3,801
| -40% | -$492K | 0.06% | 266 |
|
|
2016
Q4 | $1.14M | Sell |
9,483
-2,000
| -17% | -$236K | 0.09% | 218 |
|
|
2016
Q3 | $1.44M | Sell |
11,483
-472
| -4% | -$61.8K | 0.12% | 164 |
|
|
2016
Q2 | $1.65M | Buy |
11,955
+500
| +4% | +$64.8K | 0.15% | 130 |
|
|
2016
Q1 | $1.44M | Buy |
11,455
+7,971
| +229% | +$1.01M | 0.13% | 150 |
|
|
2015
Q4 | $442K | Buy |
+3,484
| New | +$432K | 0.04% | 393 |
|
Other funds holding CLX
AWA
