SBSB
Sullivan, Bruyette, Speros & Blaney’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $433K | Sell |
2,245
-139
| -6% | -$26.8K | 0.02% | 195 |
|
|
2020
Q4 | $481K | Buy |
2,384
+166
| +7% | +$33.5K | 0.02% | 170 |
|
|
2020
Q3 | $466K | Sell |
2,218
-24
| -1% | -$5.04K | 0.03% | 156 |
|
|
2020
Q2 | $492K | Buy |
2,242
+1
| +0% | +$219 | 0.03% | 137 |
|
|
2020
Q1 | $388K | Sell |
2,241
-373
| -14% | -$64.6K | 0.03% | 144 |
|
|
2019
Q4 | $401K | Sell |
2,614
-69
| -3% | -$10.6K | 0.02% | 161 |
|
|
2019
Q3 | $407K | Buy |
2,683
+27
| +1% | +$4.1K | 0.02% | 153 |
|
|
2019
Q2 | $407K | Buy |
2,656
+34
| +1% | +$5.21K | 0.02% | 147 |
|
|
2019
Q1 | $421K | Hold |
2,622
| – | – | 0.03% | 134 |
|
|
2018
Q4 | $404K | Hold |
2,622
| – | – | 0.03% | 125 |
|
|
2018
Q3 | $394K | Hold |
2,622
| – | – | 0.04% | 115 |
|
|
2018
Q2 | $355K | Hold |
2,622
| – | – | 0.03% | 121 |
|
|
2018
Q1 | $349K | Sell |
2,622
-143
| -5% | -$19K | 0.03% | 119 |
|
|
2017
Q4 | $411K | Buy |
2,765
+1
| +0% | +$149 | 0.04% | 102 |
|
|
2017
Q3 | $365K | Hold |
2,764
| – | – | 0.04% | 110 |
|
|
2017
Q2 | $368K | Buy |
2,764
+501
| +22% | +$66.7K | 0.04% | 104 |
|
|
2017
Q1 | $305K | Sell |
2,263
-151
| -6% | -$20.4K | 0.03% | 112 |
|
|
2016
Q4 | $290K | Sell |
2,414
-608
| -20% | -$73K | 0.03% | 114 |
|
|
2016
Q3 | $378K | Sell |
3,022
-236
| -7% | -$29.5K | 0.04% | 91 |
|
|
2016
Q2 | $451K | Buy |
+3,258
| New | +$451K | 0.05% | 77 |
|