MSI Financial Services’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $248K | Buy |
2,123
+100
| +5% | +$11.7K | 0.01% | 993 |
|
|
2016
Q3 | $227K | Sell |
2,023
-12
| -0.6% | -$1.35K | 0.01% | 996 |
|
|
2016
Q2 | $239K | Hold |
2,035
| – | – | 0.01% | 933 |
|
|
2016
Q1 | $220K | Hold |
2,035
| – | – | 0.01% | 935 |
|
|
2015
Q4 | $201K | Buy |
2,035
+2,000
| +5,714% | +$198K | 0.01% | 946 |
|
|
2015
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 2650 |
|
|
2015
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 2679 |
|
|
2015
Q1 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 2640 |
|
|
2014
Q4 | – | Sell |
-22
| Closed | -$1K | – | 2796 |
|
|
2014
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 2552 |
|
|
2014
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 2383 |
|
|
2014
Q1 | $2K | Hold |
22
| – | – | ﹤0.01% | 2303 |
|
|
2013
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 2296 |
|
|
2013
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 2077 |
|
|
2013
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 2276 |
|