Freedom Investment Management’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-3,669
| Closed | -$483K | – | 1149 |
|
2018
Q1 | $483K | Buy |
3,669
+5
| +0.1% | +$658 | 0.02% | 639 |
|
2017
Q4 | $432K | Buy |
3,664
+215
| +6% | +$25.3K | 0.02% | 701 |
|
2017
Q3 | $386K | Sell |
3,449
-457
| -12% | -$51.1K | 0.02% | 713 |
|
2017
Q2 | $431K | Sell |
3,906
-64
| -2% | -$7.06K | 0.02% | 627 |
|
2017
Q1 | $433K | Buy |
3,970
+93
| +2% | +$10.1K | 0.03% | 596 |
|
2016
Q4 | $453K | Buy |
3,877
+400
| +12% | +$46.7K | 0.03% | 522 |
|
2016
Q3 | $391K | Sell |
3,477
-211
| -6% | -$23.7K | 0.03% | 527 |
|
2016
Q2 | $433K | Sell |
3,688
-30
| -0.8% | -$3.52K | 0.03% | 466 |
|
2016
Q1 | $402K | Sell |
3,718
-488
| -12% | -$52.8K | 0.03% | 467 |
|
2015
Q4 | $415K | Sell |
4,206
-14,651
| -78% | -$1.45M | 0.03% | 459 |
|
2015
Q3 | $993K | Buy |
18,857
+16,049
| +572% | +$845K | 0.1% | 163 |
|
2015
Q2 | $245K | Sell |
2,808
-139
| -5% | -$12.1K | 0.03% | 573 |
|
2015
Q1 | $261K | Buy |
2,947
+394
| +15% | +$34.9K | 0.03% | 522 |
|
2014
Q4 | $217K | Buy |
+2,553
| New | +$217K | 0.03% | 531 |
|