Wealthspire Advisors (Maryland)’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $246K | Sell |
1,172
-1,175
| -50% | -$247K | 0.01% | 395 |
|
|
2020
Q2 | $515K | Buy |
2,347
+343
| +17% | +$75.3K | 0.04% | 252 |
|
|
2020
Q1 | $347K | Sell |
2,004
-119
| -6% | -$20.6K | 0.03% | 281 |
|
|
2019
Q4 | $326K | Buy |
2,123
+205
| +11% | +$31.5K | 0.02% | 353 |
|
|
2019
Q3 | $291K | Buy |
1,918
+6
| +0.3% | +$910 | 0.02% | 351 |
|
|
2019
Q2 | $293K | Sell |
1,912
-76
| -4% | -$11.6K | 0.02% | 358 |
|
|
2019
Q1 | $319K | Sell |
1,988
-629
| -24% | -$101K | 0.02% | 337 |
|
|
2018
Q4 | $403K | Hold |
2,617
| – | – | 0.04% | 258 |
|
|
2018
Q3 | $394K | Sell |
2,617
-297
| -10% | -$44.7K | 0.03% | 288 |
|
|
2018
Q2 | $394K | Sell |
2,914
-82
| -3% | -$11.1K | 0.04% | 289 |
|
|
2018
Q1 | $399K | Sell |
2,996
-121
| -4% | -$16.1K | 0.04% | 294 |
|
|
2017
Q4 | $464K | Sell |
3,117
-180
| -5% | -$26.8K | 0.05% | 268 |
|
|
2017
Q3 | $435K | Buy |
3,297
+408
| +14% | +$53.8K | 0.05% | 264 |
|
|
2017
Q2 | $385K | Buy |
2,889
+789
| +38% | +$105K | 0.05% | 275 |
|
|
2017
Q1 | $283K | Buy |
2,100
+227
| +12% | +$30.6K | 0.04% | 297 |
|
|
2016
Q4 | $225K | Sell |
1,873
-5
| -0.3% | -$601 | 0.03% | 338 |
|
|
2016
Q3 | $235K | Buy |
1,878
+13
| +0.7% | +$1.63K | 0.04% | 334 |
|
|
2016
Q2 | $258K | Hold |
1,865
| – | – | 0.04% | 295 |
|
|
2016
Q1 | $235K | Buy |
1,865
+36
| +2% | +$4.54K | 0.04% | 312 |
|
|
2015
Q4 | $232K | Buy |
+1,829
| New | +$232K | 0.04% | 327 |
|