Tradition Wealth Management’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-134
| Closed | -$32K | – | 1185 |
|
|
2023
Q4 | $32K | Hold |
134
| – | – | ﹤0.01% | 739 |
|
|
2023
Q3 | $27K | Buy |
134
+1
| +0.8% | +$201 | ﹤0.01% | 771 |
|
|
2023
Q2 | $25K | Hold |
133
| – | – | ﹤0.01% | 826 |
|
|
2023
Q1 | $24K | Buy |
133
+1
| +0.8% | +$180 | ﹤0.01% | 798 |
|
|
2022
Q4 | $21K | Hold |
132
| – | – | ﹤0.01% | 746 |
|
|
2022
Q3 | $23K | Buy |
+132
| New | +$23K | ﹤0.01% | 724 |
|