WealthPLAN Partners’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,521
| Closed | -$291K | – | 331 |
|
|
2020
Q4 | $291K | Sell |
1,521
-1
| -0.1% | -$191 | 0.02% | 272 |
|
|
2020
Q3 | $316K | Sell |
1,522
-15
| -1% | -$3.11K | 0.03% | 247 |
|
|
2020
Q2 | $345K | Hold |
1,537
| – | – | 0.04% | 218 |
|
|
2020
Q1 | $317K | Buy |
+1,537
| New | +$317K | 0.04% | 193 |
|
|
2019
Q2 | – | Sell |
-2,026
| Closed | -$300K | – | 242 |
|
|
2019
Q1 | $300K | Hold |
2,026
| – | – | 0.05% | 201 |
|
|
2018
Q4 | $317K | Buy |
+2,026
| New | +$317K | 0.05% | 189 |
|
|
2017
Q2 | – | Sell |
-39
| Closed | -$5.24K | – | 220 |
|
|
2017
Q1 | $5.24K | Buy |
+39
| New | +$5.24K | 0.02% | 345 |
|
|
2016
Q3 | $104K | Sell |
853
-793
| -48% | -$96.8K | 0.03% | 230 |
|
|
2016
Q2 | $114K | Buy |
+1,646
| New | +$114K | 0.01% | 562 |
|
|
2015
Q4 | $41.2K | Buy |
+972
| New | +$41.2K | 0.01% | 680 |
|
|
2015
Q2 | – | Sell |
-1
| Closed | – | – | 439 |
|
|
2015
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 540 |
|