TCPWM
Traverso Chambers Private Wealth Management’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $531K | Hold |
3,725
| – | – | 0.13% | 72 |
|
|
2023
Q3 | $488K | Hold |
3,725
| – | – | 0.13% | 70 |
|
|
2023
Q2 | $592K | Hold |
3,725
| – | – | 0.16% | 64 |
|
|
2023
Q1 | $589K | Hold |
3,725
| – | – | 0.16% | 66 |
|
|
2022
Q4 | $523K | Sell |
3,725
-266
| -7% | -$37.3K | 0.15% | 69 |
|
|
2022
Q3 | $512K | Buy |
3,991
+199
| +5% | +$25.5K | 0.16% | 70 |
|
|
2022
Q2 | $535K | Hold |
3,792
| – | – | 0.18% | 67 |
|
|
2022
Q1 | $527K | Hold |
3,792
| – | – | 0.16% | 70 |
|
|
2021
Q4 | $661K | Hold |
3,792
| – | – | 0.2% | 62 |
|
|
2021
Q3 | $628K | Buy |
3,792
+5
| +0.1% | +$828 | 0.2% | 60 |
|
|
2021
Q2 | $681K | Hold |
3,787
| – | – | 0.21% | 58 |
|
|
2021
Q1 | $730K | Buy |
3,787
+250
| +7% | +$48.2K | 0.25% | 52 |
|
|
2020
Q4 | $714K | Hold |
3,537
| – | – | 0.26% | 53 |
|
|
2020
Q3 | $743K | Sell |
3,537
-296
| -8% | -$62.2K | 0.29% | 43 |
|
|
2020
Q2 | $841K | Hold |
3,833
| – | – | 0.35% | 37 |
|
|
2020
Q1 | $664K | Sell |
3,833
-9
| -0.2% | -$1.56K | 0.31% | 42 |
|
|
2019
Q4 | $590K | Sell |
3,842
-10
| -0.3% | -$1.54K | 0.25% | 52 |
|
|
2019
Q3 | $585K | Hold |
3,852
| – | – | 0.28% | 50 |
|
|
2019
Q2 | $594K | Sell |
3,852
-350
| -8% | -$54K | 0.29% | 49 |
|
|
2019
Q1 | $674K | Hold |
4,202
| – | – | 0.33% | 42 |
|
|
2018
Q4 | $648K | Buy |
+4,202
| New | +$648K | 0.35% | 41 |
|