Sigma Planning Corp’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-1,445
| Closed | -$287K | – | 1155 |
|
2020
Q2 | $287K | Buy |
1,445
+112
| +8% | +$22.2K | 0.01% | 786 |
|
2020
Q1 | $268K | Buy |
1,333
+6
| +0.5% | +$1.21K | 0.02% | 684 |
|
2019
Q4 | $258K | Sell |
1,327
-240
| -15% | -$46.7K | 0.01% | 854 |
|
2019
Q3 | $288K | Buy |
1,567
+133
| +9% | +$24.4K | 0.01% | 769 |
|
2019
Q2 | $228K | Buy |
+1,434
| New | +$228K | 0.01% | 844 |
|
2019
Q1 | – | Sell |
-1,834
| Closed | -$336K | – | 975 |
|
2018
Q4 | $336K | Buy |
+1,834
| New | +$336K | 0.02% | 557 |
|