Atlas Private Wealth Management’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-152
| Closed | -$47K | – | 384 |
|
|
2021
Q1 | $47K | Hold |
152
| – | – | 0.03% | 191 |
|
|
2020
Q4 | $40K | Hold |
152
| – | – | 0.03% | 211 |
|
|
2020
Q3 | $29K | Hold |
152
| – | – | 0.02% | 223 |
|
|
2020
Q2 | $30K | Hold |
152
| – | – | 0.02% | 232 |
|
|
2020
Q1 | $31K | Hold |
152
| – | – | 0.03% | 213 |
|
|
2019
Q4 | $30K | Buy |
+152
| New | +$30K | 0.02% | 244 |
|