Carolinas Wealth Consulting’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-55
| Closed | -$10.4K | – | 1131 |
|
|
2023
Q2 | $10.4K | Hold |
55
| – | – | ﹤0.01% | 587 |
|
|
2023
Q1 | $9.79K | Hold |
55
| – | – | ﹤0.01% | 610 |
|
|
2022
Q4 | $8.87K | Buy |
55
+12
| +28% | +$1.94K | ﹤0.01% | 634 |
|
|
2022
Q3 | $8K | Hold |
43
| – | – | ﹤0.01% | 613 |
|
|
2022
Q2 | $9K | Hold |
43
| – | – | ﹤0.01% | 594 |
|
|
2022
Q1 | $8K | Sell |
43
-5
| -10% | -$930 | ﹤0.01% | 650 |
|
|
2021
Q4 | $12K | Buy |
48
+3
| +7% | +$750 | ﹤0.01% | 592 |
|
|
2021
Q3 | $10K | Hold |
45
| – | – | ﹤0.01% | 586 |
|
|
2021
Q2 | $12K | Hold |
45
| – | – | ﹤0.01% | 590 |
|
|
2021
Q1 | $14K | Hold |
45
| – | – | ﹤0.01% | 582 |
|
|
2020
Q4 | $12K | Sell |
45
-24
| -35% | -$6.4K | ﹤0.01% | 559 |
|
|
2020
Q3 | $13K | Buy |
69
+45
| +188% | +$8.48K | ﹤0.01% | 442 |
|
|
2020
Q2 | $5K | Buy |
+24
| New | +$5K | ﹤0.01% | 410 |
|