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Simplicity Wealth’s WD-40 WDFC Stock Holding History

Simplicity Wealth’s Portfolio WDFC Stock Details WDFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,920
Closed -$861K – 1215
2024
Q2 		$861K Sell
3,920
-163
-4% -$35.8K 0.02% 576
2024
Q1 		$1.03M Buy
+4,083
New +$1.03M 0.02% 504