WR Wealth Planners’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $218K | Buy |
1,342
+45
| +3% | +$7.31K | 0.07% | 149 |
|
|
2024
Q3 | $211K | Buy |
1,297
+308
| +31% | +$50.2K | 0.06% | 173 |
|
|
2024
Q2 | $135K | Buy |
989
+148
| +18% | +$20.2K | 0.04% | 218 |
|
|
2024
Q1 | $129K | Buy |
+841
| New | +$129K | 0.04% | 228 |
|
|
2023
Q4 | – | Sell |
-784
| Closed | -$103K | – | 299 |
|
|
2023
Q3 | $103K | Buy |
784
+18
| +2% | +$2.36K | 0.04% | 230 |
|
|
2023
Q2 | $122K | Sell |
766
-24
| -3% | -$3.82K | 0.05% | 219 |
|
|
2023
Q1 | $125K | Buy |
+790
| New | +$125K | 0.05% | 216 |
|