DWMG
DB Wealth Management Group’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $9.56K | Hold |
40
| – | – | 0.01% | 288 |
|
|
2023
Q3 | $8.13K | Hold |
40
| – | – | 0.01% | 290 |
|
|
2023
Q2 | $7.55K | Hold |
40
| – | – | ﹤0.01% | 294 |
|
|
2023
Q1 | $7.12K | Hold |
40
| – | – | ﹤0.01% | 291 |
|
|
2022
Q4 | $6.45K | Buy |
+40
| New | +$6.45K | ﹤0.01% | 295 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$10K | – | 395 |
|
|
2021
Q4 | $10K | Hold |
40
| – | – | 0.01% | 276 |
|
|
2021
Q3 | $9K | Hold |
40
| – | – | 0.01% | 277 |
|
|
2021
Q2 | $10K | Hold |
40
| – | – | 0.01% | 272 |
|
|
2021
Q1 | $12K | Hold |
40
| – | – | 0.01% | 262 |
|
|
2020
Q4 | $11K | Buy |
+40
| New | +$11K | 0.01% | 264 |
|