Wealthspire Advisors (New York)’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,328
| Closed | -$216K | – | 802 |
|
|
2024
Q3 | $216K | Buy |
+1,328
| New | +$216K | ﹤0.01% | 694 |
|
|
2024
Q1 | – | Sell |
-1,489
| Closed | -$212K | – | 647 |
|
|
2023
Q4 | $212K | Buy |
+1,489
| New | +$212K | ﹤0.01% | 605 |
|
|
2022
Q1 | – | Sell |
-2,496
| Closed | -$435K | – | 454 |
|
|
2021
Q4 | $435K | Buy |
+2,496
| New | +$435K | 0.01% | 348 |
|
|
2021
Q2 | – | Sell |
-1,820
| Closed | -$351K | – | 429 |
|
|
2021
Q1 | $351K | Buy |
1,820
+384
| +27% | +$74.1K | 0.01% | 506 |
|
|
2020
Q4 | $290K | Buy |
1,436
+414
| +41% | +$83.6K | 0.01% | 447 |
|
|
2020
Q3 | $215K | Buy |
+1,022
| New | +$215K | 0.01% | 288 |
|
|
2020
Q2 | – | Sell |
-2,755
| Closed | -$477K | – | 316 |
|
|
2020
Q1 | $477K | Buy |
+2,755
| New | +$477K | 0.02% | 299 |
|
|
2019
Q1 | – | Sell |
-82
| Closed | -$13K | – | 186 |
|
|
2018
Q4 | $13K | Buy |
+82
| New | +$13K | ﹤0.01% | 433 |
|