Berman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $31K | Hold |
136
| – | – | ﹤0.01% | 855 |
|
|
2021
Q2 | $34K | Hold |
136
| – | – | 0.01% | 727 |
|
|
2021
Q1 | $41K | Sell |
136
-12
| -8% | -$3.62K | 0.01% | 555 |
|
|
2020
Q4 | $39K | Hold |
148
| – | – | 0.01% | 479 |
|
|
2020
Q3 | $28K | Hold |
148
| – | – | 0.01% | 499 |
|
|
2020
Q2 | $29K | Hold |
148
| – | – | 0.01% | 452 |
|
|
2020
Q1 | $29K | Hold |
148
| – | – | 0.01% | 405 |
|
|
2019
Q4 | $28K | Hold |
148
| – | – | 0.01% | 449 |
|
|
2019
Q3 | $27K | Hold |
148
| – | – | 0.01% | 427 |
|
|
2019
Q2 | $23K | Buy |
148
+12
| +9% | +$1.87K | 0.01% | 481 |
|
|
2019
Q1 | $23K | Hold |
136
| – | – | 0.01% | 425 |
|
|
2018
Q4 | $24K | Buy |
+136
| New | +$24K | 0.01% | 357 |
|