Advisor Group’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $906K | Buy |
4,657
+1,238
| +36% | +$241K | 0.01% | 1262 |
|
2019
Q3 | $628K | Buy |
3,419
+165
| +5% | +$30.3K | ﹤0.01% | 1447 |
|
2019
Q2 | $518K | Buy |
3,254
+73
| +2% | +$11.6K | ﹤0.01% | 1583 |
|
2019
Q1 | $540K | Sell |
3,181
-25
| -0.8% | -$4.24K | ﹤0.01% | 1533 |
|
2018
Q4 | $588K | Buy |
3,206
+1,409
| +78% | +$258K | 0.01% | 1290 |
|
2018
Q3 | $309K | Buy |
1,797
+240
| +15% | +$41.3K | ﹤0.01% | 1841 |
|
2018
Q2 | $228K | Buy |
1,557
+330
| +27% | +$48.3K | ﹤0.01% | 1879 |
|
2018
Q1 | $162K | Hold |
1,227
| – | – | ﹤0.01% | 2146 |
|
2017
Q4 | $145K | Sell |
1,227
-161
| -12% | -$19K | ﹤0.01% | 2268 |
|
2017
Q3 | $155K | Sell |
1,388
-9
| -0.6% | -$1.01K | ﹤0.01% | 2046 |
|
2017
Q2 | $154K | Sell |
1,397
-165
| -11% | -$18.2K | ﹤0.01% | 1976 |
|
2017
Q1 | $171K | Sell |
1,562
-17
| -1% | -$1.86K | ﹤0.01% | 1788 |
|
2016
Q4 | $185K | Sell |
1,579
-21
| -1% | -$2.46K | ﹤0.01% | 1612 |
|
2016
Q3 | $180K | Buy |
1,600
+177
| +12% | +$19.9K | ﹤0.01% | 1601 |
|
2016
Q2 | $165K | Buy |
+1,423
| New | +$165K | ﹤0.01% | 1589 |
|