Kestra Advisory Services’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,036
| Closed | -$209K | – | 2246 |
|
|
2022
Q2 | $209K | Buy |
+1,036
| New | +$209K | ﹤0.01% | 1872 |
|
|
2022
Q1 | – | Sell |
-981
| Closed | -$240K | – | 2137 |
|
|
2021
Q4 | $240K | Sell |
981
-86
| -8% | -$21K | ﹤0.01% | 1761 |
|
|
2021
Q3 | $247K | Buy |
1,067
+52
| +5% | +$12K | ﹤0.01% | 1827 |
|
|
2021
Q2 | $260K | Buy |
1,015
+247
| +32% | +$63.3K | ﹤0.01% | 1665 |
|
|
2021
Q1 | $235K | Buy |
+768
| New | +$235K | ﹤0.01% | 1617 |
|