Lagoda Investment Management’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-71,500
| Closed | -$12.3M | – | 35 |
|
|
2018
Q3 | $12.3M | Sell |
71,500
-1,350
| -2% | -$232K | 5.14% | 9 |
|
|
2018
Q2 | $10.7M | Buy |
72,850
+8,795
| +14% | +$1.29M | 4.43% | 8 |
|
|
2018
Q1 | $8.44M | Sell |
64,055
-3,943
| -6% | -$519K | 3.18% | 13 |
|
|
2017
Q4 | $8.02M | Sell |
67,998
-7
| -0% | -$826 | 3.06% | 14 |
|
|
2017
Q3 | $7.61M | Buy |
68,005
+1,379
| +2% | +$154K | 2.75% | 14 |
|
|
2017
Q2 | $7.35M | Buy |
+66,626
| New | +$7.35M | 2.81% | 12 |
|