Disciplined Investments’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 |
-2
| Closed | -$377 | – | 1541 |
|
|
2023
Q2 | $377 | Sell |
2
-1
| -33% | -$189 | ﹤0.01% | 1334 |
|
|
2023
Q1 | $534 | Buy |
3
+1
| +50% | +$178 | ﹤0.01% | 1206 |
|
|
2022
Q4 | $322 | Hold |
2
| – | – | ﹤0.01% | 1316 |
|
|
2022
Q3 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 1650 |
|
|
2022
Q2 | $1K | Buy |
3
+1
| +50% | +$333 | ﹤0.01% | 1165 |
|
|
2022
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1645 |
|
|
2020
Q3 | – | Sell |
-203
| Closed | -$40K | – | 445 |
|
|
2020
Q2 | $40K | Hold |
203
| – | – | 0.03% | 182 |
|
|
2020
Q1 | $41K | Hold |
203
| – | – | 0.04% | 170 |
|
|
2019
Q4 | $39K | Buy |
+203
| New | +$39K | 0.03% | 181 |
|