SWA
SOA Wealth Advisors’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36K | Buy |
20
+1
| +5% | +$118 | ﹤0.01% | 698 |
|
|
2025
Q1 | $2.86K | Sell |
19
-65
| -77% | -$9.79K | ﹤0.01% | 676 |
|
|
2024
Q4 | $13.6K | Buy |
84
+1
| +1% | +$162 | ﹤0.01% | 513 |
|
|
2024
Q3 | $13.6K | Hold |
83
| – | – | ﹤0.01% | 500 |
|
|
2024
Q2 | $11.3K | Sell |
83
-201
| -71% | -$27.3K | ﹤0.01% | 518 |
|
|
2024
Q1 | $43.4K | Buy |
284
+2
| +0.7% | +$306 | 0.01% | 324 |
|
|
2023
Q4 | $40.2K | Buy |
282
+3
| +1% | +$427 | 0.01% | 320 |
|
|
2023
Q3 | $36.6K | Buy |
279
+45
| +19% | +$5.91K | 0.01% | 326 |
|
|
2023
Q2 | $37.2K | Buy |
234
+1
| +0.4% | +$159 | 0.01% | 329 |
|
|
2023
Q1 | $36.8K | Buy |
233
+2
| +0.9% | +$316 | 0.01% | 323 |
|
|
2022
Q4 | $32.4K | Sell |
231
-2
| -0.9% | -$281 | 0.01% | 334 |
|
|
2022
Q3 | $29K | Buy |
233
+1
| +0.4% | +$124 | 0.01% | 327 |
|
|
2022
Q2 | $32K | Sell |
232
-102
| -31% | -$14.1K | 0.01% | 311 |
|
|
2022
Q1 | $46K | Buy |
334
+1
| +0.3% | +$138 | 0.01% | 322 |
|
|
2021
Q4 | $57K | Sell |
333
-170
| -34% | -$29.1K | 0.01% | 279 |
|
|
2021
Q3 | $83K | Sell |
503
-29
| -5% | -$4.79K | 0.02% | 246 |
|
|
2021
Q2 | $95K | Buy |
532
+87
| +20% | +$15.5K | 0.02% | 221 |
|
|
2021
Q1 | $86K | Buy |
445
+23
| +5% | +$4.45K | 0.02% | 209 |
|
|
2020
Q4 | $78K | Buy |
+422
| New | +$78K | 0.02% | 217 |
|