Intercontinental Wealth Advisors’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1M | Buy |
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|
2023
Q1 | $939K | Sell |
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|
2022
Q4 | $853K | Buy |
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|
2022
Q3 | $777K | Sell |
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|
2022
Q2 | $891K | Sell |
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|
2022
Q1 | $813K | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $1.51M | Buy |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $920K | Buy |
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|
2020
Q2 | $947K | Buy |
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|
2020
Q1 | $785K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $104K | Hold |
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|
2018
Q4 | $113K | Buy |
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