Crestmont Private Wealth’s WD-40 WDFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,597	Closed	-$284K	–	50
2023 Q1	$284K	Buy	1,597 +228	+17%	+$40.6K	0.19%	39
2022 Q4	$221K	Buy	+1,369	New	+$221K	0.15%	45