WFA
Websterrogers Financial Advisors’s Clorox CLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,522
| Closed | -$217K | – | 78 |
|
|
2023
Q4 | $217K | Buy |
+1,522
| New | +$217K | 0.09% | 67 |
|
|
2023
Q3 | – | Sell |
-1,302
| Closed | -$207K | – | 64 |
|
|
2023
Q2 | $207K | Hold |
1,302
| – | – | 0.09% | 60 |
|
|
2023
Q1 | $206K | Sell |
1,302
-578
| -31% | -$91.5K | 0.09% | 60 |
|
|
2022
Q4 | $264K | Hold |
1,880
| – | – | 0.13% | 54 |
|
|
2022
Q3 | $241K | Hold |
1,880
| – | – | 0.13% | 46 |
|
|
2022
Q2 | $265K | Sell |
1,880
-30
| -2% | -$4.23K | 0.13% | 51 |
|
|
2022
Q1 | $273K | Buy |
1,910
+30
| +2% | +$4.29K | 0.14% | 57 |
|
|
2021
Q4 | $328K | Buy |
+1,880
| New | +$328K | 0.07% | 54 |
|