Gradient Investments’s WD-40 WDFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-500
| Closed | -$120K | – | 1846 |
|
2023
Q4 | $120K | Hold |
500
| – | – | ﹤0.01% | 402 |
|
2023
Q3 | $102K | Hold |
500
| – | – | ﹤0.01% | 388 |
|
2023
Q2 | $94.3K | Hold |
500
| – | – | ﹤0.01% | 412 |
|
2023
Q1 | $89K | Hold |
500
| – | – | ﹤0.01% | 397 |
|
2022
Q4 | $80.6K | Hold |
500
| – | – | ﹤0.01% | 421 |
|
2022
Q3 | $88K | Hold |
500
| – | – | ﹤0.01% | 390 |
|
2022
Q2 | $101K | Hold |
500
| – | – | ﹤0.01% | 372 |
|
2022
Q1 | $92K | Hold |
500
| – | – | ﹤0.01% | 381 |
|
2021
Q4 | $122K | Hold |
500
| – | – | ﹤0.01% | 338 |
|
2021
Q3 | $116K | Hold |
500
| – | – | ﹤0.01% | 347 |
|
2021
Q2 | $128K | Hold |
500
| – | – | ﹤0.01% | 334 |
|
2021
Q1 | $153K | Hold |
500
| – | – | 0.01% | 312 |
|
2020
Q4 | $95K | Hold |
500
| – | – | ﹤0.01% | 322 |
|
2020
Q3 | $95K | Hold |
500
| – | – | ﹤0.01% | 322 |
|
2020
Q2 | $99K | Hold |
500
| – | – | ﹤0.01% | 304 |
|
2020
Q1 | $100K | Hold |
500
| – | – | 0.01% | 275 |
|
2019
Q4 | $97K | Hold |
500
| – | – | ﹤0.01% | 314 |
|
2019
Q3 | $92K | Hold |
500
| – | – | ﹤0.01% | 312 |
|
2019
Q2 | $80K | Buy |
+500
| New | +$80K | ﹤0.01% | 333 |
|
2019
Q1 | – | Sell |
-500
| Closed | -$92K | – | 1016 |
|
2018
Q4 | $92K | Hold |
500
| – | – | 0.01% | 274 |
|
2018
Q3 | $86K | Hold |
500
| – | – | ﹤0.01% | 295 |
|
2018
Q2 | $73K | Hold |
500
| – | – | ﹤0.01% | 299 |
|
2018
Q1 | $66K | Hold |
500
| – | – | ﹤0.01% | 309 |
|
2017
Q4 | $59K | Buy |
+500
| New | +$59K | ﹤0.01% | 330 |
|
2017
Q3 | – | Sell |
-500
| Closed | -$55K | – | 716 |
|
2017
Q2 | $55K | Buy |
+500
| New | +$55K | ﹤0.01% | 303 |
|