BKS Advisors’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,337
| Closed | -$273K | – | 207 |
|
|
2016
Q4 | $273K | Hold |
2,337
| – | – | 0.13% | 146 |
|
|
2016
Q3 | $263K | Hold |
2,337
| – | – | 0.12% | 143 |
|
|
2016
Q2 | $274K | Hold |
2,337
| – | – | 0.14% | 138 |
|
|
2016
Q1 | $252K | Hold |
2,337
| – | – | 0.13% | 141 |
|
|
2015
Q4 | $231K | Hold |
2,337
| – | – | 0.12% | 139 |
|
|
2015
Q3 | $208K | Hold |
2,337
| – | – | 0.12% | 138 |
|
|
2015
Q2 | $204K | Hold |
2,337
| – | – | 0.1% | 150 |
|
|
2015
Q1 | $207K | Buy |
+2,337
| New | +$207K | 0.1% | 153 |
|