Sutton Wealth Advisors’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-200
| Closed | -$32.2K | – | 1565 |
|
|
2022
Q4 | $32.2K | Buy |
200
+25
| +14% | +$4.03K | 0.01% | 524 |
|
|
2022
Q3 | $30.8K | Hold |
175
| – | – | 0.01% | 516 |
|
|
2022
Q2 | $35.2K | Sell |
175
-22
| -11% | -$4.43K | 0.01% | 480 |
|
|
2022
Q1 | $36.1K | Sell |
197
-6
| -3% | -$1.1K | 0.01% | 511 |
|
|
2021
Q4 | $49.7K | Buy |
203
+3
| +2% | +$734 | 0.02% | 418 |
|
|
2021
Q3 | $46.3K | Buy |
200
+27
| +16% | +$6.25K | 0.02% | 414 |
|
|
2021
Q2 | $44.3K | Hold |
173
| – | – | 0.02% | 441 |
|
|
2021
Q1 | $53K | Hold |
173
| – | – | 0.02% | 380 |
|
|
2020
Q4 | $46K | Hold |
173
| – | – | 0.02% | 378 |
|
|
2020
Q3 | $32.8K | Hold |
173
| – | – | 0.02% | 412 |
|
|
2020
Q2 | $34.3K | Hold |
173
| – | – | 0.02% | 391 |
|
|
2020
Q1 | $34.7K | Hold |
173
| – | – | 0.02% | 341 |
|
|
2019
Q4 | $33.6K | Hold |
173
| – | – | 0.02% | 425 |
|
|
2019
Q3 | $31.8K | Hold |
173
| – | – | 0.02% | 432 |
|
|
2019
Q2 | $27.5K | Hold |
173
| – | – | 0.02% | 480 |
|
|
2019
Q1 | $29.3K | Hold |
173
| – | – | 0.02% | 452 |
|
|
2018
Q4 | $31.7K | Hold |
173
| – | – | 0.02% | 376 |
|
|
2018
Q3 | $29.8K | Hold |
173
| – | – | 0.02% | 443 |
|
|
2018
Q2 | $25.3K | Hold |
173
| – | – | 0.02% | 514 |
|
|
2018
Q1 | $22.8K | Hold |
173
| – | – | 0.02% | 520 |
|
|
2017
Q4 | $20.4K | Hold |
173
| – | – | 0.02% | 551 |
|
|
2017
Q3 | $19.4K | Hold |
173
| – | – | 0.01% | 557 |
|
|
2017
Q2 | $19.1K | Hold |
173
| – | – | 0.02% | 547 |
|
|
2017
Q1 | $18.8K | Hold |
173
| – | – | 0.02% | 536 |
|
|
2016
Q4 | $20.2K | Hold |
173
| – | – | 0.02% | 490 |
|
|
2016
Q3 | $19.5K | Hold |
173
| – | – | 0.02% | 465 |
|
|
2016
Q2 | $20.3K | Hold |
173
| – | – | 0.02% | 442 |
|
|
2016
Q1 | $18.7K | Buy |
+173
| New | +$18.7K | 0.02% | 452 |
|