United Capital Financial Advisors’s WD-40 WDFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,469
| Closed | -$276K | – | 1362 |
|
|
2017
Q3 | $276K | Buy |
2,469
+195
| +9% | +$21.8K | ﹤0.01% | 1140 |
|
|
2017
Q2 | $251K | Sell |
2,274
-69
| -3% | -$7.62K | ﹤0.01% | 1134 |
|
|
2017
Q1 | $255K | Sell |
2,343
-286
| -11% | -$31.1K | ﹤0.01% | 1103 |
|
|
2016
Q4 | $307K | Buy |
2,629
+37
| +1% | +$4.32K | ﹤0.01% | 1045 |
|
|
2016
Q3 | $291K | Sell |
2,592
-280
| -10% | -$31.4K | ﹤0.01% | 1085 |
|
|
2016
Q2 | $336K | Buy |
+2,872
| New | +$336K | ﹤0.01% | 1008 |
|