Cadence Capital Management’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-25,509
| Closed | -$1.92M | – | 592 |
|
2014
Q2 | $1.92M | Buy |
25,509
+5,424
| +27% | +$408K | 0.09% | 308 |
|
2014
Q1 | $1.56M | Buy |
20,085
+3,447
| +21% | +$267K | 0.07% | 351 |
|
2013
Q4 | $1.24M | Hold |
16,638
| – | – | 0.05% | 389 |
|
2013
Q3 | $1.08M | Buy |
16,638
+6,618
| +66% | +$430K | 0.04% | 408 |
|
2013
Q2 | $546K | Buy |
+10,020
| New | +$546K | 0.03% | 340 |
|