SVWAG
Sound View Wealth Advisors Group’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,345
| Closed | -$218K | – | 415 |
|
|
2024
Q4 | $218K | Buy |
1,345
+77
| +6% | +$12.5K | 0.02% | 387 |
|
|
2024
Q3 | $207K | Buy |
+1,268
| New | +$207K | 0.02% | 396 |
|
|
2021
Q1 | – | Sell |
-1,228
| Closed | -$248K | – | 271 |
|
|
2020
Q4 | $248K | Hold |
1,228
| – | – | 0.06% | 226 |
|
|
2020
Q3 | $258K | Hold |
1,228
| – | – | 0.07% | 210 |
|
|
2020
Q2 | $269K | Hold |
1,228
| – | – | 0.08% | 199 |
|
|
2020
Q1 | $213K | Buy |
+1,228
| New | +$213K | 0.07% | 201 |
|