WealthShield Partners’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-504
| Closed | -$91K | – | 319 |
|
|
2021
Q2 | $91K | Hold |
504
| – | – | 0.01% | 374 |
|
|
2021
Q1 | $97K | Buy |
+504
| New | +$97K | 0.02% | 346 |
|
|
2020
Q1 | – | Sell |
-1,998
| Closed | -$307K | – | 273 |
|
|
2019
Q4 | $307K | Sell |
1,998
-339
| -15% | -$52.1K | 0.15% | 138 |
|
|
2019
Q3 | $355K | Buy |
2,337
+49
| +2% | +$7.44K | 0.19% | 120 |
|
|
2019
Q2 | $350K | Buy |
2,288
+586
| +34% | +$89.6K | 0.2% | 106 |
|
|
2019
Q1 | $273K | Buy |
1,702
+377
| +28% | +$60.5K | 0.15% | 112 |
|
|
2018
Q4 | $204K | Buy |
+1,325
| New | +$204K | 0.14% | 124 |
|