Aptus Capital Advisors’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-10,836
| Closed | -$1.99M | – | 733 |
|
2022
Q1 | $1.99M | Buy |
10,836
+690
| +7% | +$126K | 0.05% | 198 |
|
2021
Q4 | $2.48M | Buy |
10,146
+1,932
| +24% | +$473K | 0.07% | 167 |
|
2021
Q3 | $1.9M | Buy |
8,214
+4,806
| +141% | +$1.11M | 0.05% | 160 |
|
2021
Q2 | $873K | Buy |
+3,408
| New | +$873K | 0.03% | 223 |
|