GSWM
Golden State Wealth Management’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7K | Hold |
47
| – | – | ﹤0.01% | 1063 |
|
|
2025
Q1 | $11.5K | Hold |
47
| – | – | ﹤0.01% | 965 |
|
|
2024
Q4 | $11.4K | Buy |
+47
| New | +$11.4K | ﹤0.01% | 932 |
|
|
2022
Q1 | $283K | Sell |
1,547
-227
| -13% | -$41.5K | 0.06% | 241 |
|
|
2021
Q4 | $434K | Buy |
1,774
+63
| +4% | +$15.4K | 0.07% | 237 |
|
|
2021
Q3 | $396K | Buy |
1,711
+25
| +1% | +$5.79K | 0.09% | 192 |
|
|
2021
Q2 | $432K | Buy |
+1,686
| New | +$432K | 0.1% | 184 |
|
|
2019
Q4 | – | Sell |
-108
| Closed | -$20K | – | 939 |
|
|
2019
Q3 | $20K | Buy |
108
+1
| +0.9% | +$185 | 0.01% | 616 |
|
|
2019
Q2 | $17K | Hold |
107
| – | – | 0.01% | 652 |
|
|
2019
Q1 | $18K | Buy |
+107
| New | +$18K | 0.01% | 655 |
|