WealthSource Partners’s Clorox CLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-2,202
| Closed | -$306K | – | 527 |
|
2022
Q1 | $306K | Buy |
2,202
+733
| +50% | +$102K | 0.02% | 446 |
|
2021
Q4 | $256K | Sell |
1,469
-1,497
| -50% | -$261K | 0.02% | 468 |
|
2021
Q3 | $491K | Buy |
+2,966
| New | +$491K | 0.04% | 298 |
|
2017
Q4 | – | Sell |
-1,855
| Closed | -$245K | – | 308 |
|
2017
Q3 | $245K | Hold |
1,855
| – | – | 0.08% | 232 |
|
2017
Q2 | $247K | Buy |
+1,855
| New | +$247K | 0.08% | 227 |
|
2016
Q4 | – | Sell |
-2,815
| Closed | -$352K | – | 251 |
|
2016
Q3 | $352K | Buy |
+2,815
| New | +$352K | 0.13% | 159 |
|