BAM
Bell Asset Management’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-22,770
| Closed | -$4.18M | – | 73 |
|
|
2019
Q3 | $4.18M | Buy |
+22,770
| New | +$4.18M | 0.64% | 66 |
|
|
2018
Q4 | – | Sell |
-13,318
| Closed | -$2.29M | – | 66 |
|
|
2018
Q3 | $2.29M | Sell |
13,318
-10,522
| -44% | -$1.81M | 0.48% | 65 |
|
|
2018
Q2 | $3.5M | Sell |
23,840
-2,441
| -9% | -$358K | 0.84% | 58 |
|
|
2018
Q1 | $4.51M | Sell |
26,281
-2,921
| -10% | -$501K | 0.9% | 59 |
|
|
2017
Q4 | $3.45M | Buy |
+29,202
| New | +$3.45M | 0.82% | 61 |
|