Accel Wealth Management’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-212
| Closed | -$37.8K | – | 873 |
|
|
2023
Q1 | $37.8K | Buy |
212
+1
| +0.5% | +$178 | 0.02% | 545 |
|
|
2022
Q4 | $34.1K | Buy |
211
+1
| +0.5% | +$161 | 0.02% | 430 |
|
|
2022
Q3 | $39K | Sell |
210
-116
| -36% | -$21.5K | 0.02% | 423 |
|
|
2022
Q2 | $55K | Hold |
326
| – | – | 0.03% | 331 |
|
|
2022
Q1 | $60K | Buy |
326
+1
| +0.3% | +$184 | 0.03% | 337 |
|
|
2021
Q4 | $79K | Buy |
325
+118
| +57% | +$28.7K | 0.04% | 301 |
|
|
2021
Q3 | $48K | Hold |
207
| – | – | 0.03% | 331 |
|
|
2021
Q2 | $53K | Buy |
207
+2
| +1% | +$512 | 0.04% | 331 |
|
|
2021
Q1 | $63K | Hold |
205
| – | – | 0.05% | 282 |
|
|
2020
Q4 | $55K | Buy |
+205
| New | +$55K | 0.05% | 277 |
|