Ergoteles’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 |
-5,288
| Closed | -$942K | – | 1565 |
|
|
2023
Q1 | $942K | Buy |
+5,288
| New | +$942K | 0.04% | 523 |
|
|
2021
Q4 | – | Sell |
-7,352
| Closed | -$1.7M | – | 1626 |
|
|
2021
Q3 | $1.7M | Buy |
7,352
+4,752
| +183% | +$1.1M | 0.06% | 285 |
|
|
2021
Q2 | $666K | Buy |
+2,600
| New | +$666K | 0.02% | 665 |
|
|
2020
Q4 | – | Sell |
-1,300
| Closed | -$246K | – | 938 |
|
|
2020
Q3 | $246K | Buy |
+1,300
| New | +$246K | 0.03% | 406 |
|