Private Trust Company’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-35
| Closed | -$2K | – | 1177 |
|
|
2014
Q3 | $2K | Hold |
35
| – | – | ﹤0.01% | 1625 |
|
|
2014
Q2 | $3K | Hold |
35
| – | – | ﹤0.01% | 1510 |
|
|
2014
Q1 | $3K | Sell |
35
-5
| -13% | -$429 | ﹤0.01% | 1382 |
|
|
2013
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 1366 |
|
|
2013
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 1311 |
|
|
2013
Q2 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 1392 |
|