SWM
SVA Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $557K | Buy |
2,759
+1,620
| +142% | +$327K | 0.05% | 153 |
|
|
2020
Q3 | $239K | Buy |
+1,139
| New | +$239K | 0.02% | 189 |
|
|
2016
Q1 | – | Sell |
-20,629
| Closed | -$2.62M | – | 204 |
|
|
2015
Q4 | $2.62M | Sell |
20,629
-1,003
| -5% | -$127K | 0.45% | 69 |
|
|
2015
Q3 | $2.5M | Sell |
21,632
-377
| -2% | -$43.6K | 0.47% | 69 |
|
|
2015
Q2 | $2.29M | Buy |
22,009
+125
| +0.6% | +$13K | 0.42% | 69 |
|
|
2015
Q1 | $2.42M | Buy |
21,884
+8,763
| +67% | +$967K | 0.44% | 72 |
|
|
2014
Q4 | $1.37M | Buy |
13,121
+518
| +4% | +$54K | 0.5% | 48 |
|
|
2014
Q3 | $1.21M | Buy |
12,603
+963
| +8% | +$92.5K | 0.52% | 48 |
|
|
2014
Q2 | $1.06M | Buy |
11,640
+1,151
| +11% | +$105K | 0.46% | 52 |
|
|
2014
Q1 | $923K | Buy |
10,489
+2,682
| +34% | +$236K | 0.44% | 56 |
|
|
2013
Q4 | $724K | Buy |
+7,807
| New | +$724K | 0.43% | 61 |
|