Harvest Group Wealth Management’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10
| Closed | -$3K | – | 716 |
|
|
2020
Q4 | $3K | Hold |
10
| – | – | ﹤0.01% | 319 |
|
|
2020
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 385 |
|
|
2020
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 438 |
|
|
2020
Q1 | $2K | Sell |
10
-50
| -83% | -$10K | ﹤0.01% | 329 |
|
|
2019
Q4 | $11K | Hold |
60
| – | – | 0.01% | 236 |
|
|
2019
Q3 | $11K | Hold |
60
| – | – | 0.01% | 248 |
|
|
2019
Q2 | $9K | Hold |
60
| – | – | 0.01% | 238 |
|
|
2019
Q1 | $10K | Buy |
+60
| New | +$10K | 0.01% | 245 |
|