Valley Wealth Managers’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-225
| Closed | -$29K | – | 390 |
|
|
2022
Q3 | $29K | Buy |
+225
| New | +$29K | ﹤0.01% | 269 |
|
|
2020
Q3 | – | Sell |
-1,775
| Closed | -$389K | – | 161 |
|
|
2020
Q2 | $389K | Sell |
1,775
-150
| -8% | -$32.9K | 0.04% | 132 |
|
|
2020
Q1 | $334K | Sell |
1,925
-2,000
| -51% | -$347K | 0.04% | 132 |
|
|
2019
Q4 | $603K | Sell |
3,925
-1,575
| -29% | -$242K | 0.06% | 125 |
|
|
2019
Q3 | $835K | Buy |
+5,500
| New | +$835K | 0.09% | 105 |
|
|
2017
Q1 | – | Sell |
-80
| Closed | -$10K | – | 213 |
|
|
2016
Q4 | $10K | Hold |
80
| – | – | ﹤0.01% | 173 |
|
|
2016
Q3 | $10K | Hold |
80
| – | – | ﹤0.01% | 176 |
|
|
2016
Q2 | $11K | Buy |
+80
| New | +$11K | ﹤0.01% | 173 |
|