Insight Wealth Strategies’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,306
| Closed | -$263K | – | 156 |
|
|
2022
Q3 | $263K | Hold |
1,306
| – | – | 0.05% | 129 |
|
|
2022
Q2 | $263K | Buy |
1,306
+76
| +6% | +$15.3K | 0.05% | 129 |
|
|
2022
Q1 | $225K | Buy |
1,230
+68
| +6% | +$12.4K | 0.03% | 148 |
|
|
2021
Q4 | $284K | Buy |
1,162
+101
| +10% | +$24.7K | 0.04% | 139 |
|
|
2021
Q3 | $246K | Buy |
1,061
+94
| +10% | +$21.8K | 0.03% | 171 |
|
|
2021
Q2 | $248K | Buy |
+967
| New | +$248K | 0.04% | 168 |
|