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