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Carroll Financial Associates’s WD-40 WDFC Stock Holding History

Carroll Financial Associates’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5
Closed -$1K – 1963
2021
Q3 		$1K Buy
+5
New +$1.2K ﹤0.01% 1731
2019
Q4 		– Sell
-40
Closed -$7K – 1712
2019
Q3 		$7K Hold
40
– – ﹤0.01% 1125
2019
Q2 		$6K Buy
+40
New +$6.56K ﹤0.01% 1170

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Carroll Financial Associates's WDFC Position: Q4 2021 in Review

Carroll Financial Associates sold out of WD-40 (WDFC) in Q4 2021, closing a stake of 5 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in WDFC in Q2 2019 and held it in 3 quarters. The position peaked at $7K in Q3 2019. 307 funds tracked by Wall St. Rank hold WDFC as of Q4 2021.

  • Carroll Financial Associates reported no remaining WD-40 position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 5 WD-40 shares in Q4 2021, an estimated $1K.
  • Carroll Financial Associates first reported a position in WD-40 in Q2 2019 and held it in 3 quarters.
  • Carroll Financial Associates's WD-40 position peaked at $7K in Q3 2019.
  • 307 funds tracked by Wall St. Rank held WD-40 as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.