Whitegate Investment Counselors’s Clorox CLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-7,705
Closed -$1.28M 90
2021
Q3
$1.28M Hold
7,705
0.18% 101
2021
Q2
$1.39M Hold
7,705
0.2% 96
2021
Q1
$1.49M Hold
7,705
0.23% 91
2020
Q4
$1.56M Sell
7,705
-300
-4% -$60.6K 0.25% 81
2020
Q3
$1.68M Sell
8,005
-25
-0.3% -$5.25K 0.31% 74
2020
Q2
$1.76M Sell
8,030
-50
-0.6% -$11K 0.35% 73
2020
Q1
$1.4M Sell
8,080
-350
-4% -$60.6K 0.34% 77
2019
Q4
$1.29M Hold
8,430
0.23% 90
2019
Q3
$1.28M Hold
8,430
0.25% 90
2019
Q2
$1.29M Hold
8,430
0.26% 87
2019
Q1
$1.35M Hold
8,430
0.28% 83
2018
Q4
$1.3M Hold
8,430
0.3% 84
2018
Q3
$1.27M Sell
8,430
-200
-2% -$30.1K 0.26% 92
2018
Q2
$1.17M Sell
8,630
-50
-0.6% -$6.76K 0.24% 94
2018
Q1
$1.16M Sell
8,680
-175
-2% -$23.3K 0.25% 96
2017
Q4
$1.32M Hold
8,855
0.28% 93
2017
Q3
$1.17M Hold
8,855
0.26% 95
2017
Q2
$1.18M Hold
8,855
0.27% 90
2017
Q1
$1.19M Hold
8,855
0.29% 88
2016
Q4
$1.06M Sell
8,855
-200
-2% -$24K 0.28% 83
2016
Q3
$1.13M Hold
9,055
0.31% 82
2016
Q2
$1.25M Buy
+9,055
New +$1.25M 0.35% 79
2014
Q1
$1.14M Buy
+9,055
New +$1.14M 0.31% 82