Smith Salley Wealth Management’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-12,222
| Closed | -$1.88M | – | 175 |
|
|
2018
Q4 | $1.88M | Sell |
12,222
-332
| -3% | -$51.2K | 0.35% | 75 |
|
|
2018
Q3 | $1.89M | Sell |
12,554
-919
| -7% | -$138K | 0.3% | 79 |
|
|
2018
Q2 | $1.82M | Buy |
+13,473
| New | +$1.82M | 0.31% | 81 |
|
|
2016
Q1 | – | Sell |
-17,315
| Closed | -$2.2M | – | 161 |
|
|
2015
Q4 | $2.2M | Sell |
17,315
-542
| -3% | -$68.7K | 0.55% | 60 |
|
|
2015
Q3 | $2.06M | Buy |
17,857
+60
| +0.3% | +$6.93K | 0.56% | 57 |
|
|
2015
Q2 | $1.85M | Buy |
17,797
+947
| +6% | +$98.5K | 0.47% | 67 |
|
|
2015
Q1 | $1.86M | Buy |
16,850
+920
| +6% | +$102K | 0.47% | 69 |
|
|
2014
Q4 | $1.66M | Buy |
15,930
+8,240
| +107% | +$859K | 0.43% | 70 |
|
|
2014
Q3 | $738K | Buy |
7,690
+3,657
| +91% | +$351K | 0.2% | 113 |
|
|
2014
Q2 | $369K | Buy |
4,033
+549
| +16% | +$50.2K | 0.1% | 140 |
|
|
2014
Q1 | $307K | Buy |
3,484
+1,248
| +56% | +$110K | 0.19% | 88 |
|
|
2013
Q4 | $207K | Buy |
+2,236
| New | +$207K | 0.14% | 101 |
|