Gary Goldberg Planning Services’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $156K | Sell |
1,835
-1,030
| -36% | -$87.6K | 0.07% | 115 |
|
|
2014
Q3 | $195K | Sell |
2,865
-1,026
| -26% | -$69.8K | 0.08% | 116 |
|
|
2014
Q2 | $293K | Buy |
3,891
+6
| +0.2% | +$452 | 0.13% | 93 |
|
|
2014
Q1 | $301K | Buy |
3,885
+1,471
| +61% | +$114K | 0.15% | 86 |
|
|
2013
Q4 | $180K | Buy |
2,414
+543
| +29% | +$40.5K | 0.1% | 98 |
|
|
2013
Q3 | $121K | Buy |
1,871
+1,506
| +413% | +$97.4K | 0.07% | 115 |
|
|
2013
Q2 | $20K | Buy |
+365
| New | +$20K | 0.01% | 245 |
|