Edgestream Partners’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,400
| Closed | -$1.52M | – | 665 |
|
|
2022
Q4 | $1.52M | Buy |
9,400
+6,978
| +288% | +$1.12M | 0.17% | 195 |
|
|
2022
Q3 | $426K | Sell |
2,422
-6,583
| -73% | -$1.16M | 0.03% | 360 |
|
|
2022
Q2 | $1.81M | Sell |
9,005
-10,605
| -54% | -$2.14M | 0.14% | 223 |
|
|
2022
Q1 | $3.59M | Buy |
19,610
+16,585
| +548% | +$3.04M | 0.29% | 111 |
|
|
2021
Q4 | $740K | Sell |
3,025
-18,736
| -86% | -$4.58M | 0.05% | 353 |
|
|
2021
Q3 | $5.04M | Buy |
+21,761
| New | +$5.04M | 0.31% | 107 |
|