YorkBridge Wealth Partners’s Clorox CLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-125
| Closed | -$20K | – | 753 |
|
|
2019
Q1 | $20K | Hold |
125
| – | – | 0.01% | 466 |
|
|
2018
Q4 | $19K | Hold |
125
| – | – | 0.01% | 472 |
|
|
2018
Q3 | $19K | Hold |
125
| – | – | 0.01% | 528 |
|
|
2018
Q2 | $17K | Hold |
125
| – | – | 0.01% | 564 |
|
|
2018
Q1 | $16K | Hold |
125
| – | – | 0.01% | 571 |
|
|
2017
Q4 | $16K | Buy |
125
+3
| +2% | +$384 | 0.01% | 571 |
|
|
2017
Q3 | $16K | Hold |
122
| – | – | 0.01% | 572 |
|
|
2017
Q2 | $16K | Hold |
122
| – | – | 0.01% | 561 |
|
|
2017
Q1 | $16K | Buy |
122
+20
| +20% | +$2.62K | 0.01% | 553 |
|
|
2016
Q4 | $12K | Buy |
+102
| New | +$12K | 0.01% | 553 |
|