Tilia Fiduciary Partners’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-929
| Closed | -$148K | – | 160 |
|
2023
Q2 | $148K | Buy |
929
+2
| +0.2% | +$318 | 0.13% | 106 |
|
2023
Q1 | $147K | Buy |
927
+1
| +0.1% | +$158 | 0.14% | 111 |
|
2022
Q4 | $130K | Sell |
926
-98
| -10% | -$13.7K | 0.12% | 120 |
|
2022
Q3 | $131K | Sell |
1,024
-303
| -23% | -$38.8K | 0.13% | 115 |
|
2022
Q2 | $191K | Buy |
1,327
+2
| +0.2% | +$288 | 0.18% | 97 |
|
2022
Q1 | $184K | Sell |
1,325
-138
| -9% | -$19.2K | 0.16% | 105 |
|
2021
Q4 | $255K | Buy |
+1,463
| New | +$255K | 0.2% | 93 |
|