SFWA
Summit Financial Wealth Advisors’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-11,670
| Closed | -$1.54M | – | 145 |
|
|
2017
Q3 | $1.54M | Sell |
11,670
-6,004
| -34% | -$792K | 0.56% | 51 |
|
|
2017
Q2 | $2.36M | Sell |
17,674
-1,890
| -10% | -$252K | 0.93% | 34 |
|
|
2017
Q1 | $2.64M | Buy |
19,564
+3,425
| +21% | +$462K | 1.15% | 31 |
|
|
2016
Q4 | $1.94M | Sell |
16,139
-3,500
| -18% | -$420K | 0.85% | 36 |
|
|
2016
Q3 | $2.46M | Sell |
19,639
-465
| -2% | -$58.2K | 1.06% | 34 |
|
|
2016
Q2 | $2.78M | Hold |
20,104
| – | – | 1.16% | 30 |
|
|
2016
Q1 | $2.53M | Sell |
20,104
-125
| -0.6% | -$15.8K | 1.11% | 31 |
|
|
2015
Q4 | $2.57M | Buy |
20,229
+734
| +4% | +$93.1K | 1.17% | 30 |
|
|
2015
Q3 | $2.25M | Hold |
19,495
| – | – | 1.46% | 20 |
|
|
2015
Q2 | $2.03M | Sell |
19,495
-1,200
| -6% | -$125K | 1.25% | 27 |
|
|
2015
Q1 | $2.22M | Sell |
20,695
-1,895
| -8% | -$203K | 1.5% | 23 |
|
|
2014
Q4 | $2.35M | Buy |
+22,590
| New | +$2.35M | 1.63% | 22 |
|