Trek Financial’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-28,567
| Closed | -$3.74M | – | 318 |
|
|
2023
Q3 | $3.74M | Buy |
28,567
+24,444
| +593% | +$3.2M | 0.34% | 68 |
|
|
2023
Q2 | $656K | Sell |
4,123
-13,836
| -77% | -$2.2M | 0.06% | 139 |
|
|
2023
Q1 | $2.84M | Sell |
17,959
-27,602
| -61% | -$4.37M | 0.27% | 76 |
|
|
2022
Q4 | $6.39M | Buy |
45,561
+23,292
| +105% | +$3.27M | 0.64% | 38 |
|
|
2022
Q3 | $2.86M | Buy |
+22,269
| New | +$2.86M | 0.3% | 69 |
|
|
2022
Q1 | – | Sell |
-2,300
| Closed | -$401K | – | 238 |
|
|
2021
Q4 | $401K | Buy |
2,300
+1,085
| +89% | +$189K | 0.04% | 143 |
|
|
2021
Q3 | $201K | Sell |
1,215
-846
| -41% | -$140K | 0.02% | 201 |
|
|
2021
Q2 | $371K | Buy |
+2,061
| New | +$371K | 0.04% | 136 |
|