Benjamin Edwards Inc’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15
| Closed | -$3K | – | 727 |
|
|
2023
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 655 |
|
|
2022
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 692 |
|
|
2022
Q3 | $3K | Sell |
15
-1,469
| -99% | -$294K | ﹤0.01% | 645 |
|
|
2022
Q2 | $299K | Sell |
1,484
-40
| -3% | -$8.06K | 0.09% | 217 |
|
|
2022
Q1 | $279K | Buy |
1,524
+708
| +87% | +$130K | 0.08% | 237 |
|
|
2021
Q4 | $200K | Buy |
816
+700
| +603% | +$172K | 0.06% | 259 |
|
|
2021
Q3 | $27K | Buy |
+116
| New | +$27K | 0.02% | 376 |
|
|
2020
Q4 | – | Sell |
-1,780
| Closed | -$337K | – | 387 |
|
|
2020
Q3 | $337K | Sell |
1,780
-138
| -7% | -$26.1K | 0.28% | 107 |
|
|
2020
Q2 | $380K | Buy |
1,918
+117
| +6% | +$23.2K | 0.32% | 102 |
|
|
2020
Q1 | $362K | Buy |
+1,801
| New | +$362K | 0.38% | 91 |
|