BIM
Baldwin Investment Management’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-980
| Closed | -$240 | – | 262 |
|
|
2021
Q4 | $240 | Hold |
980
| – | – | 0.04% | 229 |
|
|
2021
Q3 | $227K | Sell |
980
-25
| -2% | -$5.79K | 0.04% | 227 |
|
|
2021
Q2 | $258K | Buy |
1,005
+25
| +3% | +$6.42K | 0.04% | 217 |
|
|
2021
Q1 | $300K | Hold |
980
| – | – | 0.05% | 205 |
|
|
2020
Q4 | $260K | Buy |
+980
| New | +$260K | 0.05% | 205 |
|