TW
Transform Wealth’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,350
| Closed | -$1.23M | – | 244 |
|
|
2023
Q3 | $1.23M | Buy |
9,350
+902
| +11% | +$118K | 0.13% | 121 |
|
|
2023
Q2 | $1.34M | Buy |
+8,448
| New | +$1.34M | 0.12% | 122 |
|
|
2019
Q1 | – | Sell |
-1,665
| Closed | -$257K | – | 169 |
|
|
2018
Q4 | $257K | Hold |
1,665
| – | – | 0.05% | 154 |
|
|
2018
Q3 | $250K | Hold |
1,665
| – | – | 0.04% | 172 |
|
|
2018
Q2 | $225K | Sell |
1,665
-786
| -32% | -$106K | 0.04% | 200 |
|
|
2018
Q1 | $326K | Sell |
2,451
-1,125
| -31% | -$150K | 0.06% | 195 |
|
|
2017
Q4 | $532K | Hold |
3,576
| – | – | 0.1% | 183 |
|
|
2017
Q3 | $472K | Sell |
3,576
-6,213
| -63% | -$820K | 0.16% | 151 |
|
|
2017
Q2 | $1.3M | Buy |
9,789
+1,143
| +13% | +$152K | 1.47% | 25 |
|
|
2017
Q1 | $1.17M | Buy |
8,646
+964
| +13% | +$130K | 0.44% | 76 |
|
|
2016
Q4 | $922K | Buy |
7,682
+1,315
| +21% | +$158K | 0.37% | 93 |
|
|
2016
Q3 | $797K | Buy |
6,367
+39
| +0.6% | +$4.88K | 0.34% | 93 |
|
|
2016
Q2 | $876K | Buy |
+6,328
| New | +$876K | 0.37% | 97 |
|