RWA Wealth Partners’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 |
-1,371
| Closed | -$276K | – | 254 |
|
|
2022
Q2 | $276K | Hold |
1,371
| – | – | 0.02% | 203 |
|
|
2022
Q1 | $251K | Hold |
1,371
| – | – | 0.02% | 226 |
|
|
2021
Q4 | $335K | Hold |
1,371
| – | – | 0.02% | 200 |
|
|
2021
Q3 | $317K | Hold |
1,371
| – | – | 0.02% | 198 |
|
|
2021
Q2 | $351K | Hold |
1,371
| – | – | 0.03% | 192 |
|
|
2021
Q1 | $420K | Hold |
1,371
| – | – | 0.03% | 174 |
|
|
2020
Q4 | $364K | Hold |
1,371
| – | – | 0.03% | 177 |
|
|
2020
Q3 | $259K | Hold |
1,371
| – | – | 0.03% | 186 |
|
|
2020
Q2 | $272K | Hold |
1,371
| – | – | 0.03% | 183 |
|
|
2020
Q1 | $275K | Hold |
1,371
| – | – | 0.04% | 172 |
|
|
2019
Q4 | $266K | Hold |
1,371
| – | – | 0.03% | 208 |
|
|
2019
Q3 | $252K | Hold |
1,371
| – | – | 0.03% | 207 |
|
|
2019
Q2 | $218K | Hold |
1,371
| – | – | 0.02% | 209 |
|
|
2019
Q1 | $232K | Hold |
1,371
| – | – | 0.03% | 211 |
|
|
2018
Q4 | $251K | Hold |
1,371
| – | – | 0.03% | 193 |
|
|
2018
Q3 | $236K | Hold |
1,371
| – | – | 0.03% | 210 |
|
|
2018
Q2 | $200K | Buy |
1,371
+51
| +4% | +$7.44K | 0.02% | 229 |
|
|
2018
Q1 | $174K | Buy |
+1,320
| New | +$174K | 0.02% | 205 |
|