BAM
Bruderman Asset Management’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-815
| Closed | -$249K | – | 117 |
|
|
2021
Q1 | $249K | Buy |
815
+32
| +4% | +$9.78K | 0.07% | 104 |
|
|
2020
Q4 | $208K | Buy |
+783
| New | +$208K | 0.06% | 106 |
|
|
2019
Q4 | – | Sell |
-1,844
| Closed | -$339K | – | 116 |
|
|
2019
Q3 | $339K | Buy |
1,844
+28
| +2% | +$5.15K | 0.09% | 97 |
|
|
2019
Q2 | $289K | Buy |
1,816
+19
| +1% | +$3.02K | 0.07% | 95 |
|
|
2019
Q1 | $304K | Buy |
1,797
+56
| +3% | +$9.47K | 0.07% | 112 |
|
|
2018
Q4 | $319K | Sell |
1,741
-294
| -14% | -$53.9K | 0.08% | 101 |
|
|
2018
Q3 | $350K | Sell |
2,035
-684
| -25% | -$118K | 0.08% | 95 |
|
|
2018
Q2 | $398K | Sell |
2,719
-708
| -21% | -$104K | 0.1% | 97 |
|
|
2018
Q1 | $451K | Sell |
3,427
-343
| -9% | -$45.1K | 0.11% | 94 |
|
|
2017
Q4 | $445K | Buy |
3,770
+112
| +3% | +$13.2K | 0.11% | 90 |
|
|
2017
Q3 | $409K | Buy |
3,658
+229
| +7% | +$25.6K | 0.11% | 93 |
|
|
2017
Q2 | $378K | Buy |
3,429
+176
| +5% | +$19.4K | 0.1% | 95 |
|
|
2017
Q1 | $354K | Buy |
3,253
+56
| +2% | +$6.09K | 0.1% | 89 |
|
|
2016
Q4 | $374K | Sell |
3,197
-6
| -0.2% | -$702 | 0.11% | 91 |
|
|
2016
Q3 | $360K | Buy |
3,203
+5
| +0.2% | +$562 | 0.11% | 95 |
|
|
2016
Q2 | $376K | Buy |
3,198
+404
| +14% | +$47.5K | 0.12% | 93 |
|
|
2016
Q1 | $302K | Sell |
2,794
-133
| -5% | -$14.4K | 0.1% | 98 |
|
|
2015
Q4 | $289K | Buy |
2,927
+427
| +17% | +$42.2K | 0.11% | 100 |
|
|
2015
Q3 | $223K | Buy |
2,500
+545
| +28% | +$48.6K | 0.09% | 99 |
|
|
2015
Q2 | $170K | Buy |
1,955
+120
| +7% | +$10.4K | 0.07% | 124 |
|
|
2015
Q1 | $162K | Buy |
+1,835
| New | +$162K | 0.06% | 124 |
|