Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,113
Closed -$399K 2173
2023
Q2
$399K Sell
2,113
-637
-23% -$120K 0.02% 943
2023
Q1
$490K Buy
+2,750
New +$475K 0.03% 848
2022
Q3
Sell
-1,871
Closed -$377K 1864
2022
Q2
$377K Buy
1,871
+605
+48% +$113K 0.02% 1047
2022
Q1
$232K Buy
+1,266
New +$270K 0.01% 1249
2021
Q4
Sell
-3,113
Closed -$721K 1631
2021
Q3
$721K Buy
+3,113
New +$747K 0.06% 459
2020
Q4
Sell
-2,569
Closed -$486K 1150
2020
Q3
$486K Buy
+2,569
New +$504K 0.08% 355

Other funds holding WDFC