VFA
Values First Advisors’s WD-40 WDFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-31
| Closed | -$5.59K | – | 370 |
|
|
2023
Q1 | $5.59K | Buy |
+31
| New | +$5.59K | ﹤0.01% | 225 |
|
|
2022
Q2 | – | Sell |
-4,242
| Closed | -$777K | – | 177 |
|
|
2022
Q1 | $777K | Buy |
4,242
+494
| +13% | +$90.5K | 0.49% | 63 |
|
|
2021
Q4 | $917K | Sell |
3,748
-1,048
| -22% | -$256K | 0.54% | 64 |
|
|
2021
Q3 | $1.11M | Buy |
4,796
+63
| +1% | +$14.6K | 0.72% | 46 |
|
|
2021
Q2 | $1.21M | Buy |
+4,733
| New | +$1.21M | 0.82% | 45 |
|